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 .
Recommend distributions from their fund to charities, locally or throughout the United States. There is no limit to the number of grants you can award each year. Change investment strategy at any time by recommending an appropriate investment allocation among several investment options.