Planned Giving

Leaving a legacy for gifts into the future is often one of the most important parts of your estate planning. Knowing that your legacy will be managed in a way that furthers your values and life mission is a great support. We will work with you to be clear in the instructions for the future, manage the fund in alignment with our mission and make sure that the potential recipients are in good standing and capable of fulfilling the terms of the grants.

Bequests

We manage bequests with interest both in your intentions and recommendations. Leaving a bequest is very simple. Once you have completed your estate plan, you need only file a copy of the relevant portion with us along with the RSF Bequest Instructions sheets. As part of our Philanthropic Services, we would be happy to explore ideas with you about the philanthropic legacy you would like to leave behind.

*Please consult your tax advisor about the tax implications of a gift.