Making Contributions and Grant Recommendations

Open your account with an initial irrevocable contribution, and then recommend grant disbursements to your favorite charities.

Start by Contributing to Your Account

Whether you’re opening a new charitable giving account or making additional contributions to an existing account, making contributions is easy through our online donor portal.

Immediate Tax Eligibility
As soon as you contribute, you’ll be eligible for an immediate tax deduction for the current year.

No Capital Gains on Appreciated Securities

When you donate appreciated securities, like stocks, you’ll pay no capital gains tax and your donation will be valued at the current market value. Calculate your potential tax savings.

Time Your Tax Deductions
Time tax deductions for when they are most beneficial to you, even if you’re not ready to recommend a charitable grant immediately.

Then Recommend Grant Disbursements to Charities

You can support the charities of your choice as soon as you establish your account, or enjoy the convenience of giving to charity over time. You also have the flexibility to make grant recommendations online, via mail, by phone, or by fax.

Grants of Almost Any Size

The minimum grant amount is just $100, and there is no limit on how many recommendations you can make.

No Paperwork Required

We take care of all the paperwork for you, including mailing your grant check. You can keep track of your granting history online, at any time.

A Wide Range of Charities

Make grant recommendations to qualified U.S. public charities, private operating foundations, and certain governmental entities.

Recommended Resources

Contribution of cash - Adobe Acrobat Icon

Contribution of Cash Form

Contribute cash to an account.

Contribution of Mutual Funds - Adobe Acrobat Icon

Contribution of Mutual Funds or Securities Form

Contribute mutual funds or stocks to an account.

Grant recommendation form - Adobe Acrobat Icon

Grant Recommendation Form

Recommend a grant from an existing account.

How to Contribute - Adobe Acrobat Icon

How to Contribute

Quick guide to entering a contribution via the donor portal.

How to Grant a Charity - Adobe Acrobat Icon

How to Grant to a Charity

Quick guide to entering a grant disbursement via the donor portal.