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.

Open an Account

1

You make a donation.

2

We invest the assets.

3

You recommend grants to charities.

Donor advised funds

One of the most popular giving options today

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

11,216

charities served in 2019

$688,373,711

in total grants since inception*

5,584

total accounts**

*As of 9/30/2020
**As of 9/30/2020