Here's how it works: 
Let's say you set up the Jones Family Donor Advised Fund.  With this fund, the Foundation will manage on-going distributions to your favored charities.  Then, after you're gone, the fund balance can be converted to set up the Jones Family Endowment Fund to perpetuate your values.  Likewise, after providing you with a lifetime income through a Jones Family Remainder Trust or Gift Annuity, the charitable remainders of these arrangements can also be added to the Jones Family Endowment Fund - a true legacy. 

Once in place, your Family Endowment Fund will produce earnings - a portion of which will be sent out each year to support the charities you've identified - for example to fund: religious education in your parish, tuition assistance, vocations, pro-life causes, etc.  You decide. 

Your endowment principal will be protected forever - so gifts will be distributed in your name for generations to come.  And, once established, your children, grandchildren or other designated successors can add to the endowment to honor your legacy.  

Let us help you leave your legacy - Contact Us.