Videos

Helping individuals, families and companies leave a legacy of giving.

Making the Most of Your Donor-Advised Fund

Making the Most of Your Donor-Advised Fund: GIVE

Learn how you can contribute to your fund to maximize the amount you give to charity, including donations of appreciated stock and complex assets, like real estate and privately held business interests.

Making the Most of Your Donor-Advised Fund: GRANT

Learn how you can grant from your fund to cover the cost of memberships, events, mission trips, races and more.

Making the Most of Your Donor-Advised Fund: GROW

Learn about investment options with your donor-advised fund, including information on impact investing.

Making the Most of Your Donor-Advised Fund: LEGACY

Learn how you can work with our philanthropic advisors to support your giving, now and beyond your lifetime, and engage multiple generations in your philanthropy.

Making the Most of Your Donor-Advised Fund: IRA Qualified Charitable Distributions

Learn how you can use a designated fund to give from your IRA and support your favorite charity on an ongoing basis.

Accessing Your Fund Online

How to Grant From Your Fund Using Our Online Donor Portal

You can use our online portal to view your fund activity and request grants to nonprofits.