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.