It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.

• First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, or other property.
• Select a name for the fund. Clients can use their own name, the name of a family member or one they invent.
• If establishing a donor advised fund, designate current fund advisors such as the client and spouse, and successor advisors such as children.
• Complete and sign a simple governing document that we will provide and help customize for the donor.

Once a fund is established, donors may:

• Add to the fund at any time in any dollar amount.
• Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
• If a donor advised fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States.

To get started, explore a donation option or discuss a situation, please contact Stuart Lerman at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .