Open a Fund

• What's your passion?
• What do you envision for your community?
• What level of tax benefit do you seek?
• Would you like to involve the next generation of your family?

• To support the broadest range of local needs.
• To support a variety of organizations within a particular field, for example: music education, the environment, or affordable housing.
• To support various organizations, at your recommendation.
• To benefit one or more specific charitable organizations.
• To support students seeking higher education through scholarships.

Available options will be driven by decisions made in steps 1 and 2. Click here to read about options. 

Do you want to:

• Create a fund during your lifetime?
• Create a fund through your will or trust?

Options include:

• Cash equivalents
• Publicly-traded and privately-held securities
• Full or partial business interests
• Agricultural assets
• Real estate, including land and personal property
• Life insurance policies
• Pension fund assets
• Retirement account assets

Are you interested in making a charitable gift and receiving income for the remainder of your lifetime or a set period of years? Both are possible with a charitable gift annuity or a charitable remainder trust.

Are you interested in making a charitable gift now, but preserving some wealth for your heirs after your lifetime? You may be interested in a charitable lead trust.

Funds can be named for you, your family or to memorialize a loved one.

Or, you may choose anonymity and select a name that reflects your charitable intent.

You’ll work with our professional staff to complete and sign your fund agreement. Once complete, you will be assigned a relationship manager who will provide ongoing support for your fund, help you think through charitable strategies, and assure your philanthropic wishes are met in perpetuity.