Your generosity plays an important role in positive, lasting change in our shared communities. We are deeply grateful you chose us to be your giving partner as you continue to make the most of all you've been given.
Below are your charitable fund options. Please select which option you prefer to begin the process of opening your fund. 
If you have questions about establishing your fund, please don't hesitate to reach out to us at or 800-365-4172. 

Advise-As-You-Go Fund

Make grants to the organizations and causes you care about most at any time.

Open an Advise-As-You-Go Fund if you want to: 

  • Grant to any IRS-qualified charity at times of your choosing.
  • Name successor advisors if you wish.
  • Open a fund with no set minimum amount. 
  • Please note: QCD contributions can only be applied to non-advised funds and are not accepted gifts into Advise-As-You-Go funds.

Create your Advise-As-You-Go Fund

Designated Fund

Name your favorite charities to receive automatic annual grants.

Open a Designated Fund if you want to: 

  • Grant a percent of your fund’s value to distribute annually among designated charities.
  • Designate the charities and causes you want to support at fund set-up.
  • Plan to make a contribution at a later time (bequest, life insurance, beneficiary proceeds).
  • Plan to contribute qualified charitable distributions (QCD’s).
    • Note: QCD contributions can only be applied to non-advised funds and charitable beneficiaries cannot be changed after initial fund establishment.

Use this form if you are establishing a charitable remainder trust or gift annuity.

Set up your Designated Fund

About your charitable fund

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.