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Donors

We make it easy and effective for you to support the causes you love. Get the most out of your charitable giving experience by working with our team and using our tools. It's good for you, it's good for your community, and it's good for the world.

 

For individuals

You're supporting your favorite causes in lots of ways. Volunteering, serving on boards, donating food and clothing, celebrating at events, and purchasing products that support a cause are just a few of the ways you are making a difference in the lives of others. At the center of your philanthropy is charitable giving. By working with us and setting up your own fund, you can organize and maximize your financial support of charitable organizations.


For families

Philanthropy is an important part of your family's traditions and values. You enjoy involving your children and grandchildren in your charitable giving. Not only do you want to deepen those intergenerational connections, but you also are committed to leaving a legacy to your children, grandchildren, and community. You can do all of this through planning and tools to continue support of the causes you love. That's exactly what our team will help you do.   


For businesses

The rise of social media and a growing focus on community impact in our society means that we are now living in a social impact culture. Today's business leaders are excited about the growth opportunities made possible because of the social impact culture mindset of their employees and customers. By establishing a corporate fund, you can work with our team to organize and celebrate your company's financial support of its favorite causes. 

forms

Download a sample establishing document and see how easy it is to create your own fund.

Check out this Comparison Chart to learn the benefits of establishing a fund compared with a private foundation.

Review our Policies & Procedures to learn about our  guidelines for fund administration.

 

gifts

Give to your fund online using a credit card securely through PayPal.

Download instructions for wire transfers and a list of steps to contribute securities.

Download information about giving complex assets, such as real estate and closely-held stock.

 

finance

Download our Administrative Fee Schedule to find out why establishing a fund is so economical.

Check out our Investment Performance your Investment Options for your own fund.

View our online Annual Report for a snapshot of our key statistics and a list of our funds. 

 

funds

We look forward to working together to discover the type of fund that's right for you. Your options include donor-advised funds, scholarship funds, field of interest funds, endowments, corporate foundation funds, funds established by private foundations, memorials, designated funds, charitable gift annuities, and bequests. We also offer funds that can be established by nonprofits for reserves or endowments.