Starting a Fund

We have made this process as easy as possible. What was once a time consuming and tedious task can now be accomplished in less than one business day.

Starting your own fund can be done in 7 simple steps.

1. Identify your charitable purpose. What philanthropic causes would you like to give to?

2. Decide what type of fund you want to open.

3. Name your fund.

4. Designate the advisors of your fund.

5. Select an investment option.

6. Sign a governing document.

7. Make your gift.

For further inquiries or to start your fund, please call us at (703) 243-4785. We will be glad to set an appointment to meet with you and accomodate all your needs.