Then consider our three Advised Fund options:
Express Fund – established with minimum $1,000 gift and is completely spendable. This fund is ideal for yearend gifts of appreciated stocks. Make a gift prior to Jan. 1 and recommend grants at a later time.
Express Fund Policy
Gift Fund – established with minimum $10,000 gift and it is also completely spendable. A Gift Fund provides investment performance and is a more effective, local alternative to commercial gift funds.
Gift Fund Policy
Legacy Fund – established with a minimum $10,000 gift and is the perfect alternative to a private foundation. You and your family enjoy recommending grants and we take care of the paperwork.
Legacy Fund Policy
And, we offer the maximum tax benefits available. Contact us today to discuss which Advised Fund option is right for you! Call 405/235-5603 or email@example.com.