Open an Account

While there are many ways to structure your charitable giving, few alternatives offer the versatility and tax efficiency of a Charitable Gift Account.

There are four simple steps to start your own Charitable Gift Account:

1. 1. Establish the account
2. 2. Fund the account
3. 3. Recommend investments for the assets
4. 4. When you’re ready, recommend grants to any public charity

Follow the links to the left to understand the process and to access the relevant forms.

Before opening the account, you should:

• Read the Program Policies.
• Decide who will be involved in the account. You may set up an account as an individual or with other donors, such as family members. You may also name additional “nominators,” who will share your authority to recommend grants and the re-allocation of investment pools.
• Choose a name for the account. For instance, you can honor your family (“The Walters Giving Fund”) or highlight your charitable goals (“The Walters Fund for The Arts”).