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:
- Choose which type of fund you want.
- 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.
- Decide the type of asset to donate (some are more advisable than others).
- 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.