CREATING YOUR FUND
We make it easy
for individuals to become philanthropists, or continue their philanthropy, by creating charitable funds. We prepare all documents, and the procedure can often be completed in one meeting. If you are interested in creating a fund, below are the simple steps to making it happen:
- Determine your charitable purpose or intent
- Discuss your charitable goals with family, friends and professional advisor
- Decide your gift amount and type – cash, stock, or planned gift – that suits your available resources
- In partnership with CFSKY, select the type of charitable fund that best supports your purpose or intent
- Work with CFSKY to create a governing document for your fund
- Contribute an established gift to create the fund
- Receive an immediate tax deduction for your gift and with each additional gift
- Encourage your friends and family to contribute to your fund