Build Your Charitable Legacy

The advantages of a Donor-Advised Giving Program…

Impact

Shape and define your legacy. Whatever your interest, whatever your passion, you can make a difference. Sometimes, a well-placed gift of a few hundred dollars can make all the difference to a charity in the delivery of its programs and services. You don’t have to be wealthy to take action.

Continuity

Provides you with the opportunity to leave a legacy of giving. By involving your children in your Fund, you are passing on your most essential values – the importance of giving back to your community and helping those less fortunate.

Flexibility

Gives you the flexibility that you need to:

– Support charities close to home and across the country

– Use a variety of different assets:
cash, stocks, bonds, mutual funds and/or insurance to support your charitable giving

– Involve your family in your philanthropic decision-making, now and in the future

Service

A Donor-Advised Giving Program is meant to help you, the donor, achieve all of your philanthropic objectives. Your fund would be professionally managed and administered.

 

For more information and answers to your specific questions, please click here to send us an email.