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  OPEN A FUND

VALUE-ADDED PHILANTHROPY

HOW TO OPEN A FUND

REQUEST A PERSONALIZED FUND DESCRIPTION

WHY GIVE

FREQUENTLY ASKED QUESTIONS

 

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Expertise to accept wide
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Glossary

 

  HOW TO OPEN A FUND

 

Simple steps to effective giving

We can guide you through the basic decisions you need to make to start a fund that precisely reflects your charitable intent. For assistance, contact Sarah Nevue, Vice President of Development, at 360.694.2550 or by using our online form. Or, request a personalized fund description online.

Select a charitable fund to meet your goals.
Most people choose a Donor Advised Fund because it offers the most flexibility. We offer a range of other charitable fund types, allowing you to choose the vehicle best suited to you and your philanthropic goals.

Available for download:
pdf Create a Charitable Fund chart

For instructions on how to download PDF file links, please click here.

Name your fund
In your own name, in honor of a family member or loved one, or give anonymously.

Appoint fund advisors
Yourself and/or the individual(s) who will be responsible for advising the Fund, including “successor advisors” who will service the Fund upon the death of the original advisors, if applicable.

Make your gift
We can accept a wide range of assets

 
         
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Call us today
360.694.2550


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