For Charitable Savings Account Holders

Understanding Your Charitable Savings Account

• Overview of Charitable Savings Accounts
• Benefits of a Charitable Savings Account
• How does a Charitable Savings account work?
• What are the fees and minimums?

Funding Your Charitable Savings Account

• Transferring Existing Donor-Advised Funds (DAFs)
• Making Contributions to Your Account
• Contribution Methods, Limits, and Requirements

Making a Charitable Donation

• Making Donations
• Tracking Donations

Investment Options

• Selling Your Investments
• What Happens If My Investments Lose Value?
• Available Investment Options
• How to Invest Your Charitable Dollars

Account Settings

• Login and Authentication
• Managing Your Account

Documents and Taxes

• Terms & Conditions
• Tax Documents