Establishing a Donor Advised Fund at the Foundation would give your clients a tax deduction for the current year, while allowing them ample time to reflect on the organizations to which they would subsequently like to direct grants.

Appreciated stock can be used to establish or contribute to any of the types of funds that SEVACF offers.

If the stock or other appreciated asset has considerable value, and if lifetime income is a concern, your client could use the asset to fund a charitable remainder trust. Then, at his death, the remainder in the trust would benefit the charities of his choice.

Especially if the client has no children, the decisions made when writing a will can be challenging. If your client has one or several charitable organizations or concerns in which she is involved, she might be interested in a charitable fund at SEVACF as a way of perpetuating those interests and leaving a legacy to the community.

By setting up a Designated Fund through SEVACF, your client can ensure that the local organizations of his choice will receive periodic grants from the fund that are restricted for the purpose he intends, even after his death.

SEVACF can hold funds of a trust or foundation that chooses to cease operations but wants to preserve their founders’ philanthropic legacy. You can open a named Designated Fund prior to dissolution. Other scenarios involve family foundations where subsequent generations have moved the foundation’s headquarters and they wish to leave an active grant-making fund in the original area as a tribute to their founders.