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.
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; You can change your designated charities at any time.
- Plan to make a contribution at a later time (bequest, life insurance, beneficiary proceeds).
- Plan to contribute qualified charitable distributions (QCD’s).
Use this form if you are establishing a charitable remainder trust or gift annuity.
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.