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Our team

Your first call in philanthropy

As a member of the Private Donor Group, you are matched with a personal Relationship Manager who is your first call for philanthropic guidance and much more.

Your Relationship Manager:

  • Helps you develop your philanthropic strategy and provides tools and resources to guide your philanthropic journey
  • Assists with legacy planning and family giving strategies
  • Collaborates with your advisors to achieve your philanthropic goals
  • Advises on domestic and international grant recommendations
  • Provides guidance on the types of assets you may contribute
  • Offers education on investment options
  • Maintains in-depth knowledge and provides annual reviews of your Giving Account to make sure you’re on track to meet your goals

Private Donor Group Relationship Managers

More about the Private Donor Group

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Philanthropic network

In addition to your Relationship Manager, you have access to a nationwide network of philanthropic advisors.

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Additional resources

Access papers, tools, and research to have more impact with your philanthropy.

Learn more

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

Open a Giving Account

Or call us at 1-800-262-6039