How to Start a Fund
How would you like to see change in your community? Starting a fund with us is a step toward making your philanthropic vision a reality.
You can start the process today. Start by talking over your charitable goals with your family and professional advisors. Think about the issues and organizations that move you. When you're ready, give us a call. We can help you select the type of fund that best suits your goals.
We also offer opportunities to leave a permanent, long-lasting legacy. Learn more about becoming a Legacy Builder.
What's Your Vision?
Do you dream of investing in a new branch for your public library? Or, have you always wanted to support an innovative after-school program for minority youth? Together, we can enrich the communities you care about. Learn more about Donor Advised Funds.