We already have the services and staff in place to handle all the administrative requirements for a fund. Establishing a fund with us is simple and more cost-effective than establishing a private foundation, where the ongoing administration is typically costly and time-consuming.
Yes, we have lots of tools and resources available for advisors including ways to start the discussion with your client, research questions on giving, sample language for estate plans and fund agreements, and create a charitable giving plan to meet your clients’ needs. We can also make tailored presentations giving strategies, and if requested, would be pleased to personally meet with you and your clients.
The Foundation will work closely with you and your clients to help facilitate planned gifts of all types. We have the expertise to assist with all aspects of charitable giving, including letters of intent around planned gifts.