Create a Designated Fund
Amplifying your generosity
Thank you for continuing your giving journey with us
A Designated Fund provides you the opportunity to name charities or causes to receive automatic annual grants from you. To establish your Designated Fund, review this
infographic and then complete the information below.
If at anytime you have questions, please don't hesitate to reach out to us at
email@example.com or 800-365-4172.
Do you prefer to fill out your workbook by hand? Download a fund workbook (PDF) to print.