| Step 1 - Establish your account
|
 |
Call us and we will set up your account over the phone. |
|
For on-line grants, please provide password. |
|
Mail back the signed Stewards Fund agreement. |
|
No set-up fees for this service. |
| |
|
| Step 2 -
Fund your account
|
|
After establishing your account, you must make an initial contribution of $10,000 or more in cash, securities or other
types of assets. |
|
You receive an immediate tax deduction. |
| |
|
| Step 3 - You may recommend how to
invest your funds
|
|
For accounts over $50,000 you may recommend allocating your account across our four different Investment Funds. |
|
Accounts under $50,000 are invested in our Cash Equivalent Fund. |
| |
|
Step 4 -
Recommend grants (distributions) to your favorite
 charities
|
|
Use on-line Grant Recommendations or fax/mail your
Grant Recommendation form. |
|
Do this when you are ready to provide support to a charity. |
| |
|
| Step 5 - Leave the paperwork to us
|
|
We prepare and send checks for your approved grants/distributions. |
|
Statements are sent for each month you have activity in your account. |
|
Your Year-End statement summarizes all your charitable activity in one convenient report. |