Help Choosing a Fund

Each charitable fund entrusted to our care is as unique as the donor who created it – a personal reflection of their charitable passions and financial abilities.

Choose the Fund To Use

If this is your first experience setting up a charitable fund, the array of choices available can at first seem a little daunting.

• We stand ready to work with you to walk you through the choices and help identify the best options for you.
• Your professional advisors are excellent resources to call upon when you’re looking to determine which fund type best meets your needs.

The chart below can provide with a helpful starting point for your decision-making.