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There are several types of charitable funds available to support your giving. Choose the one that matches your personal approach to giving and your charitable intent. Our staff is eager to discuss these options with you and to help you select one that matches your giving needs.
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It is easy to establish your own named charitable fund, and it can be done in less than a day. Working with a member of our staff, and your financial advisor if you choose, you will take these simple steps:
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1. First, determine your charitable purpose or intent.
2. Select the type of charitable fund that best supports your purpose. Our staff
will outline your options and discuss advantages of each.
3. Complete a simple governing document. Our staff will help you to
complete a document that makes your intentions clear. (Sample
Donor Advised Fund Agreement) | |
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4. Select a name for your fund. You can use your name, that of a family
member, the name of a favorite cause or choose a name that allows you
to remain anonymous.
5. Depending on the type of fund you establish, you may designate current
fund advisors such as yourself and spouse, and successor advisors such
as your children. This information will be included in your governing
document.
6. Make an establishing gift. See Ways to Give for the ypes of contributions
you can make.
7. Receive a tax deduction at the time the fund is established and when
additional contributions are made to the fund.
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Enjoy giving through your fund. Once your fund is established you can:
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