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Frequently Asked Questions

View questions about:
How do I open a donor advised fund?
What types of assets can I contribute?
Who should I contact about my Charitable Gift Fund account?
What are the minimum contributions and balances?
How are the Charitable Gift Fund accounts invested?
What are the fees associated with the account?
Are there any fees besides the stated administration and investment fees?
Will my grant recommendation to the Charitable Gift Fund be approved?
If my company has a matching gifts program will that apply to the Charitable Gift Fund?
How much do I need to distribute from my Charitable Gift Fund each year?