Discuss your overall philanthropic goals with your family members and legal or tax advisors.
Determine the cause/organization that will use your donations to meet the goals you support.
Decide how much you can afford to give and what way you will choose to give.
Call us at 765-662-0065 and we’ll prepare a fund agreement for your new endowment fund and then send you two (2) copies.
Share the fund agreement with your family and your professional advisors, then sign both copies and return one to us, you can keep the other for your own records.
Make a donation to your fund at any time now that your fund is open. You may also want to promote the fund with your family and friends, encouraging them to also support this charitable cause.
Review the custom Donor Marketplace page created for your fund.
Login to the Fund Contact Portal to review further details about your fund’s gift and grant activity, fund statements, and other relevant information.
Continue making gifts to grow your fund and the impact created to support your charitable goals.