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Charitable Giving Options

It is easy to help your client establish a named charitable fund. The task can be completed in less than a day. Here are the steps:

  1. Decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, real estate or other assets.
  2. Select a name for the fund. Donors can use their own names, the name of a family member or a fund name 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.
  • Recommend distributions from their fund to charities located anywhere in the United States.

To get started, contact our executive director.