Supporting Your Clients' Favorite Charities

 Designated funds are ideal when your clients want to support a specific organization in perpetuity.

Your clients may name one or more organizations to receive annual grants from their fund.

If any of your clients' named organizations goes out of business or changes the purpose of its activities, we ensure their original charitable objectives are continued.

View a list of current designated funds.

Fund Requirements and Details

Minimum Opening Balance: $25,000

Annual Administrative Fee: Assessed quarterly, with a minimum fee of $125 per quarter

1.0% fee on funds <$5M
0.8% fee on funds $5M - $10M
0.6% fee on funds >$10M

Grant Minimum: $500

Contact Us to Get Started

To learn more about specific solutions for your clients' charitable giving, contact Juanita T. James, President & CEO, at 203.750.3200.