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You can recommend a grant online at any time when funds are 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.
Our grant minimum is $500.

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.
If you have a question that wasn't answered in our FAQs, email us.