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About us|For advisors|For charities
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Learn about our donor-advised fund
Discover the latest trends and content on giving
Expert guidance on your giving strategy
Learn about this quick survey that can help you select an Asset Allocation pool that may be best suited for your Giving Account.
Learn about the tax advantages of contributing long-term appreciated securities.
Log in and identify potential long-term appreciated securities that you might consider contributing to charity.
Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.
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.
Take the four steps to smarter giving
Align your charitable giving with smart tax strategies, and the result might include an unexpected double win.
Read about charitable tax strategies
A simple, flexible and tax-efficient way to give to your favorite charities.
See how a donor-advised fund works
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