Grantmaking from your Donor-Advised Fund

How to be strategic with your giving

Once you have opened your donor-advised fund, it is a simple, easy process to make grant and start making an impact!

Step 1: Determine what inspires you, what you are passionate about, and what impact you want to make.

       •  We are happy to meet with you to review your past giving, identify your interest areas, define your values, create a mission statement and help you make strategic decisions about your charitable giving.


Step 2: Utilize our philanthropic resources.

       •  Make a phone call to schedule an appointment with one of our Donor Services team to learn about exciting programs in the community.
   • Review information on several “pre-approved” nonprofit requests by checking out the Giving Guide.
   • Go to and look up thousands of nonprofit organizations, review mission statements, current agency needs and more to see what meets your goals.

Step 3: Make a grant and change a life - yours!

       • Log on to our Donor Portal and search for the recipient, enter the amount of your grant, and submit.

Melissa Hardage
Donor Initiatives Officer

Contact me to talk about your grantmaking goals.

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