Here's how:

1.

Complete the Secure Online Program New Account form

Make sure to click the "Submit" button at the end of the form.


If you receive an error message, call us at 1-800-564-1597.


We'll send a letter confirming the account information you have provided.


Once you submit your Program New Account form, you will receive an e-mail from the Program for Charitable Giving confirming receipt of your information.

2.

Fund your Program account

Click the link above to learn how.

To ensure a charitable tax deduction for this calendar year, your Program contribution must be received in good order by year-end.

3.

Receive your new account confirmation letter

Once your account is funded, you will receive a gift acknowledgment letter with all of the information you need for tax reporting and your online account access login.

With your login information, you will be able to access your Program account online to:

  • Make grant recommendations
  • Check your account history
  • Recommend changes in investment allocations
  • Research charitable organizations
  • Update account information

Questions?

Please call us at 1-800-564-1597 or e-mail.