Open a Fund

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!