The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Guidance
Expert guidance on your giving strategy
Use our interactive tool to see how charitable giving can help you save on taxes this year or over several years.
Learn about the tax advantages of contributing long-term appreciated securities.
Learn about this quick survey that can help you select an Asset Allocation pool that may be best suited for your Giving Account.
Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.
Answer 10 simple questions to learn how a donor-advised fund or private foundation could fit your philanthropic needs.
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 1-800-262-6039