Getting Started

It is easy to help your client establish a named charitable fund, and the task can be completed in less than a day.
  1. 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.
  2. Select a name for the fund. Clients can use their own name, the name of a family member or one they invent.
  3. Designate current fund advisors such as the client and spouse, and successor advisors such as children.
  4. 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
If you have questions about our donor options that have not been answered in this section, please contact us for more information.