RSVP for the 2022 CFA Annual Luncheon here.
Opening a fund is a great way to make grants over the years to the causes that are important to you, and it can be done in three easy steps.
1) Make a Gift
Your fund can be established with a gift of cash, appreciated stock, or other assets. Your fund's name can include your name or the name of someone or something meaningful to you.
2) Focus the Impact
We'll help you determine the best fund type to support your charitable interests. Your fund can impact an organization, field of interest, or emerging community needs.
3) Start Making Grants
You can recommend grants to be made from your fund. As you make contributions to your fund over the years, you can make even more impact.
Ready to get started? Talk to Katie Alford today, and she will walk through the steps with you. She can be reached at firstname.lastname@example.org or 325-676-3883.