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It's easy to help your client establish a named charitable fund and the task can be completed in less than a day. - First, determine what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, or other property. Giving appreciated assets is often a tax-wise option.
- Select a name for the fund. A client can use his own name, the name of a family member or a name they invent.
- 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, the donor may:
- Add to the fund at any time in any dollar amount.
- Specify how grant disbursements are to be acknowledged, whether in the name of the fund or anonymously.
- If a donor-advised fund has been established, the donor may recommend distributions from the fund to charities, locally and throughout the United States.
To get started, explore a donation option or discuss a situation, please contact us for more information. |
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