Getting Started

We are pleased that you are interested in taking the steps to learn more about opening a fund. Our philanthropic advisors are here to assist you in your philanthropic journey. To get started, please fill out the form below with your contact information and tell us more about your interests. An advisor will be in touch shortly.

Have a few questions first? You can always email our philanthropic services team at

Contact Information

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Explore our Fund Types

The more information you can share, the more we can personalize a solution that meets your needs. Tell us more about the types of funds you are interested in.

I already work with a Professional Advisor

Lifetime Philanthropy

Giving to a cause you believe in brings tremendous satisfaction and the reward of knowing you are making an impact in areas of critical community need. Start “giving while you are living” and make a personal commitment to your area of interest by opening a fund now and creating a strategic plan for the future.

Legacy Philanthropy

Creating a giving plan with your family—siblings, extended family or across generations—builds consensus around shared values and ignites a tradition of giving. Engage your family in developing a giving plan, choosing nonprofits and establishing your legacy.

Organizational Philanthropy

Effective organizational philanthropy can make tangible impact in the community. Learn how we can help your business transform from unfocused check writing to strategic philanthropy aligned with your corporate goals.

Specialized Services

Our specialized services include four unique opportunities for philanthropic investment: Global Giving, Impact Investing, Scholarship Funds and Supporting Organization. These personalized options allow philanthropists to select – and pay for – the level of service they need, based on their philanthropic goals and strategies.