Ways for Your Client to Establish a Fund

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

• A Current Gift establishes your client's fund now.
• A Deferred Gift establishes the fund at your client's death.
• A Life Income Gift allows your client or someone he/she designates to receive income during his/her lifetime and establishes the fund at his/her death.
• A Charitable Lead Trust makes income payments to a charitable fund at The Rhode Island Foundation your client names, 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 your client designates.