OPEN A FUND - AND A DOOR TO A
new way of giving.
FIRST, CONSIDER WHAT YOU WANT TO ACHIEVE.
Do you want to make a big splash or quietly support a cause important to you? Are you interested in remembering a loved one or creating a family legacy? Looking to maximize tax advantages or create an income stream from your gift for yourself, a spouse or children? Want to involve grandchildren in philanthropy? The options are endless and we are here to help find the answers that work for you.
NEXT, DECIDE HOW AND WHEN YOU WANT TO GIVE.
You can start a fund with cash, securities or real estate, or a deferred gift using a vehicle such as a trust, insurance policy or IRA. Have you thought about a bequest through your will? Learn more about Planned Giving.
All it takes is an idea. Once your fund is set up, you are ready to start making a difference in your community! You can recommend grants to the causes you care about – creating an impact to improve the overall quality of life in your community. Your new charitable fund is the starting place for making your vision a reality. Contact us at 812.482.5295.