Types of Funds

Each person’s giving goals are different. That’s why we offer multiple options to bring your vision to life. We can also act as a resource for your professional advisor.

Choose the option that helps create the change you want to see.

Use the plus (+) signs to access more details about each option.


Do you want to make an impact on the causes you care about, with the flexibility to adjust as your passions evolve? Choose a donor advised fund.


Interested in supporting students’ dreams and leaving behind a legacy? Choose a scholarship fund.


Ready to support your favorite organization for generations? Choose a designated fund.


Want to champion a cause you care about and ensure your giving always goes where it’s needed most? Choose a field of interest fund.


Are you a nonprofit looking to build long-term financial stability? Choose an agency fund.


Ready to make an impact? Let’s talk.

Getting started only takes one conversation. Our team is ready to listen to your goals and answer your questions.