The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Expert guidance on your giving strategy
Save time and feel confident knowing that your own trusted advisor is managing your Giving Account on your behalf.
If you already have a financial advisor, he or she can help you take full advantage of your donor-advised fund. You can give them full or partial access to your Giving Account, enabling them to make donations and recommend grants to charities on your behalf. They can even actively manage the invested balance, applying their expertise to help drive higher returns from every donation. After all, if your Giving Account balance grows, that's even more money for the charities you support.
Ready to get started?
Establishing your Giving Account is easy and only takes 5 minutes.
All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.
Or call us at 1-800-262-6039