Tax & Estate Planning

Establish a Fund

It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.

First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, or other property.

Select a name for the fund. Clients can use their own name, the name of a family member, or a name that defines their fund.

Designate current fund advisors such as the client and spouse, and successor advisors such as children.

Complete and sign a simple governing document that we will provide and help customize for the donor.

Once a fund is established, donors may:

  • Add to the fund at any time in any dollar amount.
  • Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.

If a donor advised fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States