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.
3 Simple Steps to Creating a Charitable Fund:
- GIVE IT A NAME
- The name of your fund can create a legacy, honor a loved one, or reflect your passion.
- GIVE IT PURPOSE
- What matters most to you? We can design a fund that will achieve your goals.
- GIVE IT YOUR SUPPORT
- Offer your tax-deductible gifts to your fund now or through your estate
*Our Gift Acceptance Policy is available upon request.