Compass

Let's set up your giving plan

In the next few minutes, we'll help you create a personalized giving plan and set up your own donor-advised fund with no minimum balance required.

Here's what you'll get:

🎯

A curated selection of nonprofits that match your values, impact goals, and geographic preferences—whether you want to focus on local initiatives or national impact

💡

Monthly giving opportunities tailored to your interests, with detailed impact reports and updates from the organizations you support

📊

Tools to track your giving impact over time, including quarterly impact reports and updates from the nonprofits in your portfolio

We'll guide you through selecting your cause areas, setting your geographic focus, and creating a simple mission statement. You can adjust everything later as your giving journey evolves.

Cause Areas

Select up to 5 cause areas that will be used to match you with organizations.

Selected cause areas will appear here

Geographic Focus

Choose where you'd like your giving to make an impact. This helps us identify matching organizations.

Support impactful organizations regardless of their location. This gives you the most flexibility in your giving.
Focus on a specific geographic area while remaining open to exceptional opportunities elsewhere.
Concentrate your giving exclusively in your chosen geographic area.

Create Your Mission Statement

Set a personal mission statement to create a clear policy for your giving. A mission statement offers a framework for the impact you want to make.

My mission is to
for
in order to
.

Your Giving Plan Summary

You're focused on 0 key cause areas:

You're taking a thoughtful approach to charitable giving anywhere in the country.

Your Mission Statement

You'll be able to create your mission statement after completing the onboarding process.