Opening a Fund

Helping your client do good…better

Your relationship with your client provides you with meaningful insight into the ways that client is trying to make a difference.  Establishing a fund at the Community Foundation of Greater Birmingham may be a good way for you to help your client achieve unique charitable goals.  We work with you, serving as a philanthropic partner to create effective charitable solutions that honor not only your client’s passion, but also the trust and confidence your client has placed in you.

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.

 

Contact Lora Terry  or Brooke Coleman to find out more about how the Community Foundation can work with you and your clients.