Create Your Fund Now

Five easy steps to start your fund

You can establish a named charitable fund in no time. Just follow these five steps to start a fund that will do good now while growing over time:

  1. Choose which type of fund you want.
  2. Decide whether you want to start the fund now or later through your estate plan. To help you please include your financial advisor and us in the discussion.
  3. Decide the type of asset to donate (some are more advisable than others).
  4. Complete the paperwork for your chosen fund type:

Work with us to transfer assets with a minimum value of $25,000.

That's it. Creating your philanthropic legacy couldn't be simpler and the good you will be doing forever is a lasting gift to your community.