How to Create Your Fund
We can help you make the most of your charitable giving—whether you’re updating your will, selling a company, memorializing a loved one, or you simply want to streamline your giving and tax receipts.
FOR THOSE CREATING PERMANENT FUNDS
- Decide what to give: You can create a fund using cash, publicly traded stock, retirement plan assets, closely held stock, copyrights, and life insurance. In some cases, you can give art and real estate. We’re experts in working with charitable remainder trusts and charitable lead trusts, and dissolving private foundations into funds at The Trust.
- Decide when to give: Do you want to start a fund for giving today? Or defer your gifts through a will or planned-giving vehicle? You can do either, or both.
- Contact Jane Wilton, our expert in tax and estate planning, at (212) 686-2563. She can help you decide what type of fund or funds suit you and your family. If you’re creating a permanent fund, she can help you draft language in your will that makes the most of your charitable goals.
- Get ready to give: We’ll send you an agreement to sign and help you transfer your gift. It’s that simple.
: We can provide the legal language to your advisor to add to your will, revocable trust, IRA, or other documents.
You can name other advisors who may succeed you in recommending grants. As soon as we have your fund agreements and gift, you can suggest grants on our easy-to-use online donor portal, or by mail.