The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Expert guidance on your giving strategy
After the Tax Cuts and Jobs Act, clients and their advisors are approaching charitable giving decisions more strategically. Advisors say that nearly half of their clients are charitably-inclined, and they are urging more of them to make the most of that generosity—in ways that can benefit both themselves and the charities they care about. Despite this increase, though, there is still significant opportunity for advisors to further expand the scope of these conversations to include a broader segment of their client base.
Ready to get started?
Establishing your Giving Account is easy and only takes 5 minutes.
All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.
Or call us at 1-800-262-6039