Start Your Fund

It is easy to establish a signature charitable fund; it takes less than one day! Working with a member of our staff, and your financial advisor if you choose, you will take these simple steps:

  1. First, determine your charitable purpose or intent. What inspires you? What moves you? This is an important part of your legacy!
  2. Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss advantages of each.
  3. Complete a simple governing document with our team. This will allow you to clearly state your intent.
  4. Select a name for your fund. You can use your name, that of a loved one, the name of a favorite cause, or a name that gives you anonymity.
  5. Depending on the type of fund you establish, you may designate current fund advisors such as yourself and spouse, and successor advisors, such as your children. This information will be included in your governing document.
  6. Make an establishing gift. See Ways To Give for the types of contributions you can make.
  7. Receive a tax deduction at the time the fund is established and when additional contributions are made to the fund. And, enjoy the delight that comes from knowing that you are going to enrich the lives of others for years to come.


Once your fund is established, you can:

  • 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 United States.
 
If you have questions about establishing a fund that have not been answered in this section, please Contact Us for more information.