Our staff recognizes that establishing a fund is a big decision and we are here to help you from start to finish. We are happy to meet with you in person at a location convenient for you, to help you determine what type of fund might best match your wishes and intentions. If you are interested in finding out more about how to Start A Fund, we welcome you to contact us or talk with your Advisor. Sample Fund Agreement
Six Simple Steps to Creating a Charitable Fund:
- Bring us your aspirations. What matters most to you?
- We will design a fund that can achieve your goals
- Create a name for your fund
- Offer your tax-deductible gift to your fund now or through your estate
- We will invest your fund for long-term growth
- Enjoy making a meaningful difference as your fund supports your favorite causes