Frequently Asked Questions

Question:

What happens after the fund is established?

Answer:

That’s where the real enjoyment and excitement begins for your client. A member of the Foundation’s Philanthropic Services staff will be assigned to work with your client to fine-tune their charitable goals and make their philanthropy as meaningful as possible. Members of the Philanthropic Services team can do research, set up site visits, introduce your clients to other like-minded fundholders and create tailored philanthropic grantmaking programs.