Establishing your own named charitable fund does not require great wealth and it isn't complicated. Plus,
You can provide ongoing support to your favorite organizations.
You can choose different nonprofit organizations each year during your lifetime.
You can make your own choices or take advantage of our staff's expertise to help you address the community's most pressing challenges.
You have the opportunity to distribute gifts during your lifetime or to leave a lasting legacy - or both.
The document posted below is an Intent to establist a Donor-Advised fund. This document will walk you through the basics of establishing a fund at CFA and may help answer many of your questions.
If you are interested in establishing a fund, please contact Raymond Hebert for an appointment.
