Creating your Charitable Legacy Program
Create your charitable legacy:

Extend your philanthropy for years to come

Extend charitable giving over time.

By enrolling in the Charitable Legacy Program, an estate-planning strategy, you can:

Extend charitable giving over time.

  • Support charitable organizations beyond your lifetime.

    Support charitable organizations beyond your lifetime.

  • Recommend successors and up to six charitable organizations as grant recipients.

    Recommend successors and up to six charitable organizations as grant recipients.

  • Increase giving to valued charities while reducing estate taxes.

    Increase giving to valued charities while reducing estate taxes.

Charitable Legacy Program

Charitable Legacy Program

Join the Charitable Legacy Program with a minimum of $100,000 for a standard donor-advised fund account, or a minimum of $250,000 for a professionally managed account. You must define an annual distribution of at least 5% per year over at least five years.

Charitable Legacy Program brochure Create your Charitable Legacy Program

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