1. Determine your philanthropic objectives.
Tax or estate planning? Just sold your business or exercised stock options? Are you looking to memorialize a loved one or to endow something in your own name? Whatever your motivation, we can help.
2. Choose a type of fund.
We offer several types of funds, depending on your charitable goals. Learn more about various giving vehicles here.
3. Decide what assets to contribute.
You may donate several types of assets to establish a fund. We have experience in handling gifts from simple to the most complex.