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Create a Fund

 
Establishing your own named charitable fund 
is easy and does not require substantial commitment. 


A donor advised fund can be established with any amount you choose. 

The fund can be non-endowed (non permanent) or endowed (lasting forever).  That amount and any balance of your fund is never made public (not even to our board members) 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 Raymond Hebert at 337.769.4840 for an appointment today! 
 
You can also choose to complete an Intent to Establish a Donor Advised Fund Agreement to get started. 

 

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