Create a fund
Amplify your generosity
Open an Advise-As-You-Go Fund if you want to:
Open a Designated Fund if you want to:
Use this form if you are establishing a charitable remainder trust or gift annuity.
Thank you for trusting us with your generosity plans. We are privileged to work on your behalf to support the charitable organizations and causes that mean the most to you. If you would like to learn more about your charitable fund with us, please review our policies and guidelines.
We are here to serve you. If you have questions regarding your charitable fund or any of the policies and guidelines, please call us at 800-365-4172 or contact us via email.