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Tools and Calculators

Strategies for giving

Quizzes

Additional resources

Boost your Giving IQ

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Recent research tells us that generosity is hardwired in our brains, but we don’t know how to have the greatest impact with our giving.

Tax Strategies

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Align your charitable giving with smart tax strategies, and the result might include an unexpected double win.

What is a donor-advised fund?

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A simple, flexible and tax-efficient way to give to your favorite charities.

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.

Open a Giving Account

Or call us at 1-800-262-6039