Open a Fund
- Creating a fund is simple. Contact us to discuss your philanthropic goals and how we can support you
- We can recommend the type of fund that is best suited for your needs
- To open a new fund, we recommend a minimum of $25,000
- You can use a variety of assets to create your fund
- We offer several options for you to invest your funds. Learn about investment options and performance
- Ready to get started? Contact us!
For more information, please contact J Mullineaux at 707.303.9620.