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:
Determine your charitable purpose and philanthropic goals
Selecting what type of fund best fits your vision
A giving, or donor advised, fund is not your only option; there are many different fund types
Choosing a name for your fund
Funds may be named after anything: you, family, a business/organization, or an anonymous name that reflects its purpose
Completing your fund agreement
This simple governing document clearly outlines your intentions as well as advisors and successors
Making your gift
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.
Receive a tax benefit
You will receive a tax benefit for your initial donation and all donations thereafter.