With four simple steps, your client can join hundreds of individuals who have created funds at the Foundation:
- Define your client’s charitable goals. Decide if your client wants family members involved, both now and/or in the future. Consider how much involvement your client wishes to have in selecting the charitable organizations that will benefit from grants for the fund. Think about how much your client wants to give in charitable contributions each year.
- Contact the Foundation to discuss the fund option or options that best fit with your client’s interests and needs. We can create a personalized plan that best addresses these interests and needs, and provide the necessary documentation to establish a fund within the Foundation.
- Determine which asset(s) your client will use to start the fund.
- Select a name for the fund. Many donors choose a family name or a name that honors or memorializes a loved one. The client chooses.
What type of fund can your client create? Click here to review Types of Funds