1. Decide When to Give

You can create your fund now. Establish it in your will, or create it through a trust arrangement that benefits your family as well as charity. Tax deductions are earned at the time of your gift; while grants awarded from your fund will continue in the future.

2. Decide What to Give

Almost any kind of asset can be used to start your fund, such as cash, publicly traded securities, closely held stock, interests in limited partnerships, real estate, life insurance, tangible personal property, and private foundation assets. We can also discuss other options like bequests, charitable remainder uni-trusts, charitable gift annuities, pooled income funds and more.

3. Choose the Name of Your Fund

Most of our funds are named in honor of the donor, the donor's family, or as a memorial to someone special. Each grant from your fund will carry this name. You may choose a name that reflects your fund's charitable purposes if you prefer anonymity.

4. Choose a Type of Fund

We offer a variety of funds that are flexible to meet your different charitable interests.

  1. Unrestricted
  2. Field-Of-Interest
  3. Donor-Advised
  4. Scholarship
  5. Designated
  6. Organizational Endowment