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How To Set Up a Fund

  1. Decide To Give
    Create a charitable fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity. You may give in honor of an anniversary or to celebrate a special event. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.
  2. Choose a Type of Fund
    We offer a variety of funds that will meet your philanthropic and family goals and are flexible enough to meet your different charitable interests. Stay involved in your giving by advising grants, supporting specific causes, or giving broadly. Involve your family. Remain anonymous. It's up to you.
  3. Name Your Fund
    Most funds are named for the donor or the donor's family or as a memorial to someone special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a name that reflects your fund's charitable purpose or one that ensures your privacy.

Decide What To Give
Almost any kind of asset can be used to start your fund, such as cash, publicly traded securities, closely held stock, interests in limited partnerships, real estate, life insurance, and private foundation assets. We can also discuss other options with you, such as bequests and charitable trusts. The Gift/Fund Acceptance Policy is available upon request.

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