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Create a charitable fund now, establish it in your will or create it through a fund arrangement that benefits your family as well as charity. You may give in honor of an anniversary or to celebrate a special event. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.
We offer a variety of funds that will meet your philanthropic and family goals and are flexible enough to meet your different charitable interests. Stay involved in your giving by advising grants, supporting a specific cause or giving broadly. Involve your family. Remain anonymous. It's up to you.
Most funds are named for the donor or the donor's family or as a memorial to someone special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a name that reflects your fund's charitable purpose or one that ensures your privacy.
Almost any kind of asset can be used to start your fund, such as cash, publicaly traded securities, closely held stock, interests in limited partnerships, real estate, life insurance and private foundation assets. We can also discuss other options with you, such as bequests and charitable trusts.
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- Add to the fund at any time in any dollar amount.
- Specify how grant disbursements are to be acknowledged – whether in the name of the fund or anonymously.
- If you've established a donor advised fund you may recommend distributions to charities, locally or throughout the world.
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If you have questions about establishing a fund that have not been answered in this section, please fill out the form below: | |
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