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It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.
- First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, or other property.
- Help your client decide what type of fund they would like to open.
- If your client is interested in a Donor Advised Fund, help them select a name for the fund. Clients can use their own name, the name of a family member or one they invent.
- Designate current fund advisors such as the client and spouse, and successor advisors such as children.
- If your client is interested in a Charitable Gift Annuity, fill out the Summary Information form and an illustration can be processed.
Complete and sign a simple governing document that we will provide and help customize for the donor.
Once a fund is established, donors may:
- Add to the fund at any time in any dollar amount.
- Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
If a Donor Advised Fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States.
To get started, explore a donation option or discuss a situation, please contact Tanya Gonzales, Vice president of Development by phone at 805-963-1873 ext. 117 or via email tgonzales@sbfoundation.org |
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