Open a Donor Advised Fund

Contact us for a conversation about your giving goals and priorities.

Download and preview our Donor Advised Fund Introduction and Agreement, then let us know what questions you have.

1. Complete and sign a “Fund Agreement” to answer questions such as: what is your fund name, who has decision-making authority on your fund, and how do you want us to invest/grow your fund?
2. Make your first gift to your newly created Donor Advised Fund. This can be cash or many other types of assets.
3. Grow the value of your fund in the market for years to come, or give a gift to a nonprofit organization right away.