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.