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Ways to give

Choose your giving strategy. You have access to a full range of flexible giving options to start a charitable fund.

Manage your fund

Log on to your fund dashboard and discover resources to help you manage your charitable fund.


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Add or remove online access

We’re committed to providing donors and organizations useful and appropriate levels of access to charitable fund information. Our online fund dashboard allows multiple parties to view fund information with consent of the donor/fund advisor. Donor/fund advisors can request the addition/removal of fund access by submitting the form below. Access authorized by this form is for read-only, informational access, and does not provide permission to change any records or request distributions from the charitable fund.
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User Access 1
*Add/Remove Online Access for this user
User Access 2
Add/Remove Online Access for this user
User Access 3
Add/Remove online access for this user
*I attest that I am authorized by the organization to make this change.