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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 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 or 800-365-4172.

Do you prefer to fill out your workbook by hand? Download a fund workbook (PDF) to print.