Create a fund

We can help you:

  • Give back to the community by creating a fund to meet specific or general needs
  • Remember or honor a loved one
  • Maximize tax advantages
  • Ensure that a favorite cause or nonprofit organization will receive support far into the future

Fund types generally fall into these categories. Customized funds generally start at $25,000.

The first step is to contact us. We’ll set up a time to talk, learn about your goals and discuss possibilities.