You can securely recommend a grant to charity at any time to a charity as long as you have funds available in your account. 

For new accounts, you will not be able to enter your grant recommendation until your contribution has settled and the net proceeds are reflected in your available balance. 

To set up a recurring grant schedule online, follow these steps:

1. Log into your fund and navigate to Grants àGive to Charities.
2. Locate your charity using one of the methods below and click Start a Grant.
   • Search the database using the Discover Charities search bar.
   • Explore your personalized lists using the Charities recently supported or Your saved charities tabs.
3. Enter the grant amount and select a purpose to indicate how the charity can use the funds, then click Next.
   • Note: Some grant purposes require acceptance of a related disclaimer before continuing to the next step.
4. Indicate your Grant Recognition preference — this is the donor information the charity receives. Click Next.
   • You can specify additional details in the Additional Attribution and Permission to Publish sections. Click each section to expand the fields.
5. Indicate the payment type by clicking Recurring Grant. Here, you can select all the details of the recurring grant, including frequency and amount. Note that you can edit these details later. Click Next.
   • Grant Allocation refers to how funds will be pulled from your investment options. Weighted percentage maintains your current investment allocation.
6. Review the information to ensure it is correct, check the box to view and accept the disclaimer, then click Submit. 

You can also recommend a grant by downloading and mailing a Recommend a Grant form. 

Please note that there is a minimum of $500 to recommend a grant. Learn more about why this $500 minimum was established to maximize philanthropic impact while reducing administrative burden for charities.  

Learn how to manage recurring grant schedules.