A name is required to establish your Giving Account. Once set up, you can change the name at any time by submitting the Giving Account Change Form to propose a new name, which will be subject to review and approval.
When choosing a name for your donor-advised fund, think about where you are in your giving journey and what your true philanthropic aspirations are. Whether honoring a loved one, opening an account to support a specific cause, or kicking off your philanthropy with a plan to make mission decisions later, your naming options are endless.
