Helping your client get started
Establishing a fund at the Community Foundation of Greater Birmingham starts with determining your client’s charitable giving goals. Our staff works with the client’s chosen advisors, serving as a philanthropic partner to make the process as easy as possible.
We can work with you and your client to:
- Determine the type of fund best suited to accomplish your clients’ charitable giving goals.
- Make a gift today or establish a future fund through a will or estate plan.
- Choose the best asset for the gift, including cash, appreciated stock or real estate.
- Choose a name for the fund, one that reflects the name of the family or the business or another meaningful name.