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It is easy to establish your own charitable account and it can be done in less than a day. Working with a member of our staff, and your financial advisor if you choose, you will take these simple steps:
- First, determine your charitable purpose or intent.
- Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss the advantages of each.
- Complete a simple governing document. Our staff will help you to complete a document that makes your intentions clear.
- Select a name for your fund. You can use your name, that of a family member, the name of a favorite cause, or choose a name that allows you to remain anonymous.
- Depending on the type of account you establish, you may designate current account advisors such as yourself and spouse, and successor advisors such as your children. This information will be included in your governing document.
- Make an establishing gift. See Ways to Give for the types of contributions you can make.
- Receive a tax deduction at the time the account is established and when additional contributions are made to the account.
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Enjoy giving through your account. Once your account is established you can:
- Add to the account at any time in any dollar amount.
- Specify how grant disbursements are to be acknowledged – whether in the name of the account or anonymously.
- If you've established a charitable checkbook or donor advised fund, you may recommend distributions to charities, locally or throughout the United States.
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If you have questions about establishing an account that have not been answered in this section, please Contact Us for more information. |
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