STARTING A FUND

Establishing a charitable fund is easy and can be accomplished in less than a day.

STARTING A FUND

Establishing a charitable fund is easy and can be accomplished in less than a day.

IT’S EASY: DECIDE. SELECT. DESIGNATE. COMPLETE.

It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.

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 and, in the case of a donor advised fund, 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 Ann Bova at 860.229.6018 x302.

WE’RE HERE FOR YOU

There are many ways the Community Foundation can support your work with your clients:

Free Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:

Free Illustrations

We are glad to “run the numbers” for you if a client is interested in a charitable gift annuity. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor’s spouse or another individual.

We can provide illustrations of the tax deductions that are available to your clients, as well as a brief description of the gift plan and annual cash flow projections.

If you would like to discuss an idea you have or to arrange any of the free services, please contact Ann Bova, Senior Philanthropic Advisor, at 860.229.6018 x302.