What's the most lasting and best way to give back to your community?
Establish a permanent endowed fund... it takes just three steps.
1. Tell us how you wish the money in your fund to be used
Is there a specific charity you’d like to benefit, or a specific cause, or are you leaving a “flexible” gift that can be used to meet any community problem or opportunity? Do you want to remain active by making grant recommendations throughout your life?
2. Tell us what you would like to name your fund
Your name? Your family's name? Or something else meaningful to you? Remember: you’re creating a permanent legacy in that name. One hundred years from now, your fund will still be making gifts in whatever name you choose. Of course, you can also set up an anonymous fund if you prefer.
3. Decide the amount and type of gift you want to make your gift and endow your fund
Almost any type of asset can be used - from cash to stock to your antique car. Any amount, from $10,000 and up, can establish a fund.