Many of our relationships with professional advisors begin this way. Even if this does not result in a charitable gift through the Community Foundation, we want to hear from you. I feel like I've just done something really good for my client and something really good for the community. We are also glad to meet with you and a client to discuss charitable options. Select a name for the fund.
Clients can use their own name, the name of a family member or one they invent.
Designate current fund advisors such as the client and spouse, and successor advisors such as children. Complete and sign a simple governing document called an Instrument of Transfer . Sample Instruments of Transfer for a number of fund types are available in the Forms Library . Choose an investment strategy for the fund. Donors can select from equity, fixed income and money market pools in our investment program .