Creating a fund can seem daunting at first. But we make the process painless with expert guidance and unflagging support. Along the way, we remain laser-focused on ensuring your gift makes the desired impact.
How to start a fund in five easy steps:
1
Schedule a consultation. We’ll learn about your philanthropic goals and advise on which type of fund will best serve your needs.
2
Consult with your advisor. Our team strongly encourages new fundholders to include their financial advisor, CPA, or tax attorney to help determine how best to support their fund.
3
Leave the legwork to us. Our expert team will handle the paperwork and other administrative duties required to get your fund ready for launch.
4
Make it official. Use the asset or assets of your choice–cash, securities, retirement funds, real estate, etc.—to launch your fund with a tax-deductible contribution.
5
Celebrate. Launching a fund is a momentous occasion. It marks the launch of a powerful vehicle for generational impact, and it warrants celebration!
