Open a donor advised account
Start with an irrevocable contribution of $10,000 or more to Private Giving Foundation. You can donate cash, public traded securities, or mutual funds. The donated funds are invested in a special class of TD Greystone Private Balance Plus Fund.
Choose your charities and make a grant
You recommend the charities and the amount of the grant. Private Giving Foundation process the grant on your behalf.
Get your statements and annual tax receipt
Private Foundation will take care of the administrative details. You will receive a quarterly statement outlining all of the activity in the account including the market value.