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09-28-04 PTRC
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09-28-04 PTRC
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10/6/2024 12:16:31 AM
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How to Set • i Family Fund <br /> 1, Discuss your goals with your family and <br /> your professional advisors. <br /> Decide what#o give—cash, securities, real <br /> estate, etc. <br /> �, Select issues and organizations that are close #o <br /> your heart. <br /> 4. Meet with The Saint Paul .Foundation staff to <br /> discuss your vision;' <br /> 5. Choose o fund type: Donor Advised Fund,'Meld <br /> of Interest Fund, Designated Fund, Scholarship <br /> Fund ar'Unrestricted Fund. <br /> b. Complete the paperwork. <br /> T. Select a name for your fund, either recognizing <br /> your family or the issues you support. <br /> ` 8. Send your gift to The Saint Paul Foundation for <br /> , management and adminis#ration. <br />
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