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If you’re interested in learning more about supporting disaster relief or expanding your charitable giving through the benefits of a donor-advised fund, sign up to receive additional resources from us.
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Giving during a crisis can often feel rushed. You see an overwhelming need and want to take action. But granting during these pivotal times should be done in a thoughtful way. To ensure your granting is aligned with your long-term goals, check-in with your charitable plan and decide how disaster relief plays into that plan. If you’ve realized that disaster relief was not part of your charitable planning, it’s not too late. Plans can be reviewed and edited to include disaster-relief support.
The three worksheets below can be read now or downloaded to share with others.
Review or create a mission statement.
Evaluate budget and choose what to give.
Pick charities to advance your mission.
Which phase will you support?
If the past is any indication of the future, in times of greatest need, we know your instinct is to support the charities – both locally and globally – that are making the biggest impact as quickly as possible. And our instinct is to help you.
Because disasters catch us by surprise, a sudden crisis can leave communities without immediate support. Recurring grants ensure the charities you support have the funds to react to a disaster right away. Review the graphic provided to see the support most often needed during each disaster phase. This may help guide your giving decisions as you review your charitable plan.
Maintenance fee may be applied
Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.