1. Fill out an application and make an Initial Contribution
2. Choose Investment Options
Choose an investment allocation for your charitable giving portfolio. Your earnings may grow tax-free.
3. Support your Charities
Make grants online quickly and easily to IRS-approved 501(c)3 public charities of your choice. Donor advised funds provide you with an immediate tax deduction and enable you to have more time to be thoughtful about your giving and philanthropic goals.