Establishing Your Own Fund
Our donors are generous people who want to make a difference.
Some of you already know the causes or organizations you want to support, others of you may not.
In either case, we strive to
- Make your giving easy, effective and enduring
- Help you achieve greater impact by pooling resources
- Support your goals with our research and knowledge about area nonprofits
Starting your fund is easy!
- Tell us about your goals
We are here to help you achieve your charitable goals. For some people, making effective grants today is most important; for others, it is developing a planned giving strategy – or a combination of the two. What we learn about your goals is confidential and used to help you gain greater clarity and focus.
Contact Ann Merriam Feinberg, Director of Outreach and Development, 203-753-1315 to schedule a meeting.
- Choose a fund that meets your needs
What type of fund best fulfills your goals? We can work with you and/or your advisors to determine the right answer.
- Decide which assets to contribute.
Choosing what assets to give is up to you. You can often achieve maximum tax benefit through donating appreciated securities or real property.
- Complete the simple paperwork
If you decide to start your own fund, we will work with you to create the fund agreement that suits your needs. We often can establish a new fund in one day.
For more information or to schedule a meeting, contact Ann Merriam Feinberg, 203-753-1315.
