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
Impact investing—the practice of making purposeful investments to achieve certain social or environmental benefits—has become increasing popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. However, despite its growing popularity, impact investing is still a new concept for many investors—and their advisors.
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