Open a Giving Fund

To open a Giving Fund with us, select from one of the two options below. The online application is a brief set of pages that you can fill out and submit on your computer. The PDF application is a downloadable document for printing, filling out on paper, and sending back to us via mail or fax.

Questions? Our team is glad to assist you. Call us at 800.681.6223.

Online application

PDF application

Or, view or edit an existing application

If you already began but did not finish a Giving Fund application, you may login here to edit and finish it. Enter the email address and password you selected in Step 1 of your previously-started application. If you previously finished filling out your application, you may login to print it but you cannot change any information.

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Application steps

Step 1: Basic Fund information

Step 2: Professional advisor(s)

Step 3: Contribution details

Step 4: Investment options

Step 5: Succession planning

Step 6: Generosity Catalyst Fund

Step 7: Digital signature

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