Start a conversation
Connect with a member of our team to share your philanthropic vision, values, and goals, and we’ll guide you through how a donor-advised fund (DAF) or our other charitable funds work.
Choose the right fund for your goals
Together, we’ll identify the charitable fund type that best fits your needs. Whether that’s a donor-advised fund for flexible giving, a scholarship fund, or something else entirely.
Make your gift and grow your contributions
Open and contribute to your fund. We accept cash, securities, real estate, and other complex assets. Your contribution is invested based on your preferences, so it can grow tax-free.
Start granting with our support every step of the way
Once your fund is established, you can begin recommending grants to nonprofits. We’ll help you find vetted organizations and handle the administrative details so you can focus on the change you want to see.