It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.   

  1. First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, or other property.

  2. Select a name for the fund. Clients can use their own name, the name of a family member or one they invent.

  3. Designate current fund advisors such as the client and spouse, and successor advisors such as children.

  4. Complete and sign a simple governing document that we will provide and help customize for the donor. 
Once a fund is established, donors may:

  • Add to the fund at any time in any dollar amount.
  • Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
  • If a donor advised fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States

To get started, explore a donation option or discuss a situation, please click here to Contact Us for more information.