Working Together Towards Change

Amalgamated Foundation provides financial advisors and their clients an innovative, safe, and efficient platform to make their money move toward their values. We are building off of 100 years of banking for impact and leading the way to redefine philanthropy.

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Donor-Advised Fund

Advance Change Fund

  • Discover organizations that align with your client’s goals
  • Manage easily contributions & grants through our donor platform
  • Select from a range of values-aligned investment offerings
  • Ensure your client gets tax benefits for their charitable giving
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Pooled Fund

Combined Impact Fund

  • Maximize your client’s impact
  • Get management and administrative support 
  • Provide your client the flexibility of supporting a variety of non-profit related expenses
Reimagining Philanthropy

Are You a Philanthropic Advisor?

Amalgamated Foundation facilitates nimble and impactful grant-making for private foundations, corporations, and other organizations in a variety of ways.