INVOLVE YOUR FAMILY 

 

Family Fund Options

We recognize the importance your family and other loved ones play in your giving. Charitable giving is a meaningful way to share your values with the people you care about most and together, discover interests and causes you are passionate about.

Donor advised funds are a great way to teach and share the value of giving, as well as to create a legacy that reflects your family’s unique interests. You can shape that legacy together with your children and grandchildren or structure your fund to allow each family member to support the specific causes and charities he or she cares about most. You can endow your fund to grow over time or allow your children (or other successor advisors) to access your fund’s principal. We’ll help you structure your giving to be most meaningful to you and your family.

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