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It is easy to establish a 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:
Determine your charitable purpose or intent.
Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss advantages of each.
Complete a simple governing document. Our staff will help you to complete a document that makes your intentions clear.
Select a name for the 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.
Make an establishing gift. See Ways to Give for the types of contributions you can make.
Receive a tax deduction at the time the fund is established and when additional contributions are made to the fund.
Enjoy giving through the fund you have established. Once the fund is established you may add to the fund at any time, in any dollar amount. |
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