Individual & Families
Donor Directed Endowment Fund
- Support a designated beneficiary charity(ies) as directed in your fund agreement.
- The designated charity(ies) will receive an annual allocation of the income available for distribution.
- The capital of the fund will be preserved in perpetuity.
- Designated charities may be modified by the donor or the donor’s designated representatives by amending the fund agreement.
Donor Advised Endowment Fund
- Grants in support of registered charities are at the recommendation of the donor.
- Grant requests may be made annually or throughout the year.
- The capital of the fund will be preserved in perpetuity.
Donor Advised Flow Through Fund
- Support your favorite charities or field of interest.
- Grants in support of registered charities may be made at any time at the recommendation of the donor.
- The capital of the fund is available for distribution.