Upgrade your browser to improve your experience. See recommended browsers

Working with your financial advisor

Save time and feel confident knowing that your own trusted advisor is managing your Giving Account on your behalf.

Why designate an advisor

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.

Give your advisor transactional access

Authorize an individual, such as your financial advisor or another approved party, to access your Giving Account, make donations and recommend grants to charities.

Download the form

Give your advisor investment access

If your Giving Account has $250,000 or more, you're eligible for our Charitable Investment Advisor Program. It lets your financial advisor not only help you make donations but also manage how your donations are invested.

Learn more about the program

Questions? Give us a call at 1-800-262-6039

Are you a financial advisor?

Differentiate your practice and help your clients make the most of their charitable giving.

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.

Set up a Giving Account

Or call us at 1-800-262-6039