What To Discuss

Together, you will consider the following:

  • When to give - Does your client want to establish a fund now—or later, through deferred gifts, through a will, or other planned giving?
  • What to give - There are many different kinds of assets your client might have with which to start a fund, and the Foundation accepts most of them. We have significant experience accepting real estate, retirement plan assets, closely held stock, cash, publicly traded stock, and life insurance.  And we are familiar with the processes incident to charitable remainder trusts and charitable lead trusts.  A summary of our gift acceptance policies is outlined here.
  • The best way to give - We offer a full range of fund types that allow customized giving to support your client’s favorite nonprofits or causes.  And our funds can be designed to maximize the advantages of life-income plans, such as charitable remainder trusts or charitable lead trusts. Talk with us about which one is right for your client.