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Tools and Calculators

Strategies for giving


Additional resources

Boost your Giving IQ


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


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

What is a donor-advised fund?


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