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It is easy to help your client establish a named grantmaking fund and the task can be often completed in less than a day.
- Determine the type of grantmaking fund that best meets your client's charitable giving goals.
- Decide the type of asset your client would like to use to establish a grantmaking fund. Your client 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 one they invent.
- If your clients have chosen to set up a Donor Advised 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. (See sample in Related documents at right.)
Once a grantmaking fund is established, donors may:
- Add to the fund at any time in any dollar amount.
- Specify how grants are to be acknowledged: in the name of the fund or anonymously.
- From a donor advised fund, recommend grants to charities, locally or throughout the United States
Please click here to contact a member of our staff to get started, explore a donation option or discuss a situation. |
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