Create a fund
Congratulations
Your generosity plays an important role in positive, lasting change in our communities. We are deeply grateful you chose us to be your giving partner as you spread the joy of generosity—your way.
Below are your charitable fund options. Please select which option you prefer to begin the process of opening your fund.
Once your fund is established, you can start to make gifts and grants during the transition to our new investment options.
To learn more please join us for a webinar to explore your new investment options. Register
If you have questions about establishing your fund, please don't hesitate to reach out to us at
Create an Advise-As-You-Go Fund
- 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.
Designated Fund
- 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.
- 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.
Create an Advise-As-You-Go Fund
- 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.
Designated Fund
- 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.
- 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
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