|
|
|

|

|
|
Establish a Family Foundation
What To Do Next Checklist
Please review the Turnkey
Family Foundation Program.
To create your Family Foundation:
1. Complete the
Donor
Application For a Family Foundation.
2. Attach a check to your completed Donor Application (a minimum amount
of $5,000) and mail your application along with the check to the address
listed on the lower left side of this page. Please make all checks
payable to The World Foundation or you may wire funds.
(Please refer to Funding Guidelines).
3. Charitable Interest Worksheet may be sent in with
Donor Application (optional).
Your Foundation account will be established under The World
Foundation’s tax number.
To create a Charitable Remainder Trust in our Family Foundation format:
If you want to set up a Charitable Remainder Trust (CRT), call us at (602-955-4770) and we will provide you
with an illustration.
Creating
new and more effective philanthropy since 1982.
|
|
|