How to Give

Open a flexible, user-friendly fund with a minimum balance of $5,000.

Create a fund to support charities in perpetuity.

Make a gift in your will or trust.

Learn more about other ways to give, such as Family Support Organizations and Charitable Trusts.

How It Works
Open your fund and receive a tax deduction.
Explore investment options for potential growth.*
Develop personalized giving strategies with our advisors.
Recommend grants to your chosen charities.
Involve your loved ones and create a lasting legacy.