Giving, simplified.

One of the greatest privileges of wealth is getting to support the people and causes that mean the most to you. Let’s make your philanthropic vision a reality.

1

You make a donation.

2

We invest the assets.

3

You recommend grants to charities.

Donor advised funds

Our most popular giving option

Similar to a private foundation, a donor advised fund provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and setup.

Your Generosity Counts

8,897

Charities served last year

$526,616,982

in total grants since inception*

4,560

Total accounts**

*As of 7/31/2019
**As of 8/1/2019