After a client passes away, we will follow his or her instructions to turn the charitable gift into the type of fund requested. We will direct grants – in the donor's name or anonymously if preferred – to causes outlined in the bequest. We will do this forever.
$25,000 or more starts your client's named, permanent fund
Your client’s future gift can be any size. If the donation is less than $25,000, it will go directly to any existing fund your client names or to our Community Fund. This general fund supports grants to an array of nonprofits in our region.
A gift of $25,000 or more allows your client to create a permanent fund. Approximately 4.5% of the fund's value will go to the donor's choice; the rest plus any additional investment returns remain in the fund.
Choose the "instrument" of giving that works best for your client
If your client is planning a major gift, we recommend consulting an attorney, account or wealth manager, if that's not you. Our development team can help.
Here are the options we provide: