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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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Create an Advise-As-You-Go Fund

Amplifying your generosity

Thank you for continuing your giving journey with us.

An Advise-As-You-Go Fund allows you to make grants to the charities and causes that mean the most to you when it’s right for you. Review this infographic about establishing your Advise-As-You-Go fund and then complete the form below.

Please note: For new funds established between March 1 and March 31 contributions will initially be invested in the Money Market Fund. Starting April 1 assets will be invested in your selection from 8 new options. If current options are listed in the workbook, please select your choice and we will contact you with the new options to select from.

Once your fund is established, you can start making contributions and grants from your fund during the transition.

To learn more please join us for a webinar to explore your new investment options. Register here.

If at anytime you have questions, please don't hesitate to reach out to us at