• Change Font Size
    A A A

Manage a Bequest

aMany donors choose to make a difference in the heartland region by including charities in their wills and trusts.  For advisors whose clients are interested in doing the same, we offer a no-cost program to assure compliance with donor wishes when the time arrives to distribute the charitable component of the client’s estate.  A fund is established at THCF as a complement to the estate plan.  Assets can be transferred to a single recipient, i.e. THCF.  A letter from the client is maintained with fund documents to guide future distributions to all charities of interest.

Managing a Bequest at THCF can be accomplished in a few easy steps:

  1. Determine the Type of Fund that your client wishes to create.
  2. Determine the Type of Asset that will be gifted (valued at $5,000 or more) to establish the fund.  The Foundation is a trustee for a number of charitable trusts and provides a full complement of services for advisors and their clients.  Create a no-obligation trust illustration for your client today on our Deduction Calculator or learn more about charitable trust management through THCF.
  3. Decide the name of the Fund (perhaps named after a family member or the name of your client’s business), and designate current and successor advisors.
  4. Create an Instrument of Transfer or Will & Trust Document to establish your client’s Fund.  Include a letter listing charities to receive future distributions.
  5. Determine how your client would like their fund to be invested in our Fund Investment Program.
  6. Your clients may then utilize their fund and THCF staff to accomplish all their charitable goals by accessing a variety of Donor Resources and logging into Donor Central, our online giving portal.