Creating a fund is simple. You can begin the process by sending an email to the Gift Planning team or by calling the Foundation at 336.882.3298. Amanda Bennett will guide you through a simple process based on your charitable goals and objectives.
Many donors use their family name for their fund. You may prefer a name that is representative of the types of programs you want to support, or you may choose a name for the fund that preserves your anonymity.
The Foundation can accept many types of assets including cash, publicly traded securities, closely held and restricted stock, real estate, and life insurance policies. It is our policy to quickly convert to cash. Contact Amanda Bennett for more specific information 336.882.3298.
If you start a Donor Advised Fund with less than $250,000, your money will be pooled with SEI, a leading asset manager with more than 475 clients worldwide, as our Outsourced Chief Investment Officer (OCIO) to maximize the foundation’s investment assets. As a donor, you will greatly benefit from this strategic partnership.
If you open a fund and maintain a balance of $250,000, you have the option of investing your money with one of our preferred partners. To learn more details call our office 336.882.3298.
Can the required minimum distribution (RMD) be transferred/deposited to my Donor Advised Fund?mark.baran2021-11-18T20:06:43+00:00