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A fund can be established with a simple governing document that requires less than an hour to prepare. And we'll guide you carefully through the process. Giving should warm your heart, not burden you with tax complications and ongoing administrative details. You can establish a charitable fund without having to cope with the complexities of setting up a special-pupose nonprofit corporation. Accomplishing your objectives is made simple by our expert and professional management of your fund. Working with a member of our staff, and your financial advisor if you choose, you will take these simple steps:
- First, determine your charitable purpose or intent.
- Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss advantages of each.
- Complete a simple governing document. Our staff will help you to complete a document that makes your intentions clear.
- Select a name for your fund. You can use your name, that of a family member, the name of a favorite cause, or choose a name that allows you to remain anonymous.
- 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.
- Make an establishing gift. See Ways to Give for the types of contributions you can make.
- Receive a tax deduction at the time the fund is established and when additional contributions are made to the fund.
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Enjoy giving through your fund. 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.
We are dedicated to ensuring that your charitable giving is as effective as possible. If your fund operated independently and had to recreate our services on its own, the price tag would be prohibitive. But your fund will share the costs of a knowledgeable staff, enjoy excellent financial management and benfit from a closely monitored investment strategy. Each donor hascommitted staff working on his or her behalf. |
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If you have questions about establishing a fund that have not been answered in this section, please click here to Contact Us for more information. |
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