getting started

We are delighted that you have decided to establish a new Donor Advised Fund (DAF) with us.  We are committed to helping you #growgood and we pledge to make the process as simple as possible...always.  

Here is what to expect as we get your new DAF up and running:

• We have created a simple, secure form to gather the information we need to create your Fund Agreement.   Please access the form by clicking here 

• Within 2 business days of submitting the form above, a member of our team will be in touch with your Donor Advised Fund Agreement.  We'll use AdobeSign to send your document for review and to collect your e-signature.  

• Within 1 business day of signing your Donor Advised Fund Agreement, you will receive an auto-generated email with instructions to access the Advisor Portal. Once your new DAF has received an initial contribution of at least $250, you'll be ready to recommend grants via the Portal.