HOW TO GIVE STRATEGICALLY 

A Giving Fund


If you have a desire to create a lasting impact, a Giving Fund dedicated to your philanthropic interests may be the right fit for you.

The process is simple:
  1. Determine your charitable purpose and philanthropic goals
  2. Selecting what type of fund best fits your vision
    1. A giving, or donor advised, fund is not your only option; there are many different fund types
  3. Choosing a name for your fund
    1. Funds may be named after anything: you, family, a business/organization, or an anonymous name that reflects its purpose
  4. Completing your fund agreement 
    1. This simple governing document clearly outlines your intentions as well as advisors and successors
  5. Making your gift
    1. Donors may contribute a variety of assets to establish a new fund or contribute to an existing fund-either immediately or through their will or estate plan. You don't have to be a millionaire to participate. You may open your fund with as little as $5,000.
  6. Receive a tax benefit
    1. You will receive a tax benefit for your initial donation and all donations thereafter.  

 

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