A giving plan isn’t just for the wealthy, it’s for everybody. Charitable gifts are as unique as the people making the contributions. We all share a passion to give in different ways.
A simple, flexible account that allows you to make gifts, receive immediate tax benefits, and then recommend grants whenever you want. Think of it as a charitable checking account.
A streamlined fund that benefits a single beneficiary. You decide how much to grant and when. This is an option if you want to make a qualified charitable distribution (QCD) from your IRA.
A permanent fund that is invested and provides annual grants to your favorite charity in perpetuity. An endowment fund helps you leave a faith-inspired legacy that lasts.
We can accept cash, publicly traded stocks and mutual funds, QCDs from a retirement account, or other types of tangible estate assets.