Start a New Fund
A donor advised fund can be established with a gift of $10,000.00. The fund can be non-endowed (non permanent) or endowed (lasting forever). That amount and any balance of your fund is never made public and immediate tax-deductions are realized for your contribution.
The dollars in your "charitable giving vehicle" can then be granted to any U.S. 501(c)(3) nonprofit organization, church, or school – in your parish, community, and/or anywhere in the country - any time. You can also choose to add to the Fund any time, any year, to take advantage of the charitable tax deduction. You can make your own choices or take advantage of our staff's expertise to help you address your community's most pressing challenges.
To learn the basics of establishing a fund, contact Zeb Winstead or Bob Savage at 318.445.7702 for an appointment today!