Ways to Establish a Fund

Daniel Kertzner, vice president for grant programs, enjoys a light moment with donor Vera Gierke.

There are four ways you can establish your permanent fund with The Rhode Island Foundation.

• A Current Gift establishes your fund now.
• A Deferred Gift establishes your fund following your death.
• A Life Income Gift allows you or someone you designate to receive income for life and establishes your fund following your (or your designee's) death.
• A Charitable Lead Trust makes income payments to a charitable fund at The Rhode Island Foundation that you name, for a term of years or for the lives of individuals; at the end of the term, the remaining assets pass to heirs or other individuals you designate.

For more information, contact Jim Sanzi, vice president of development, (401) 427-4025, or any development department member.