|
|
|
 |
|
- Discuss your overall philanthropic goals with your family members and legal or tax advisors.
- Decide how much you can afford to give.
- Determine the causes/organizations that will use your donations to meet the goals you support.
- Meet with us to discuss your plan. Ask questions, explore the different gift vehicles available to you and review the documents needed to implement your plan.
- Share the documents with your family and your professional advisors.
- Transfer your gift to us.
- Review our confirmation of your completed gift and the ongoing progress of grants that are awarded as a result of your gift.
|
|
|
|
|
|
|
|
|
|