Creating your Charitable Legacy Program
Create your charitable legacy:

Extend your philanthropy for years to come

Extend charitable giving over time.

By enrolling in the Charitable Legacy Program, an estate-planning strategy, you can:

Extend charitable giving over time.

  • Support charitable organizations beyond your lifetime.

    Support charitable organizations beyond your lifetime.

  • Recommend successors and up to six charitable organizations as grant recipients.

    Recommend successors and up to six charitable organizations as grant recipients.

  • Increase giving to valued charities while reducing estate taxes.

    Increase giving to valued charities while reducing estate taxes.

Charitable Legacy Program

Charitable Legacy Program

Join the Charitable Legacy Program with a minimum of $100,000 for a standard donor-advised fund account, or a minimum of $250,000 for a professionally managed account. You must define an annual distribution of at least 5% per year over at least five years.

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From Feel Good to Real Good
Published by Stanford Social Innovation Review

From Feel Good to Real Good

Equipping the next generation with the tools to deliver on their good intentions.