When & What to Give

• Decide when to give.  Do you want to establish a fund now? Or would you like to defer your gifts through a will or other planned giving vehicle?
  
  
• Decide what to give. People today have many different kinds of assets they can use to start a fund. We accept cash, publicly traded stock, retirement plan assets, closely held stock, copyrights, and life insurance. We also have significant experience accepting charitable remainder trusts and charitable lead trusts.
  
  
• Choose a fund. The Trust offers various types of funds: Field-of-Interest, Unrestricted, Donor-Advised, and Designated.
  
  
• Set up a fund.  It's easy to set up a fund at The Trust. You decide the type of fund that's best for you. You think about your charitable priorities, how much you want to give, and name the fund. Then you establish the fund. We have funds that were started with $75 million, but our minimum is $5,000. The gift may be made now or by will. Click here for step-by-step instructions on creating a fund.