Discretionary Funds: The Bequest Solution

Discretionary funds are the top choice of clients considering a bequest to benefit their community.

Designed with the greatest flexibility to adjust to the changing needs of Fairfield County, discretionary funds allow your clients to set a course for impactful and responsive philanthropy for generations to come.

Clients can give to any existing discretionary fund during or after their lifetimes or create and name their own fund. As the needs of the community change, our board and staff direct your clients' dollars where they are most needed.

View a list of current discretionary funds.

Requirements of a Discretionary Fund

Minimum Opening Balance: $100,000

Annual Administrative Fee: 1.6% of Asset Value

Contact Us to Get Started

To learn more about specific solutions for your clients' charitable giving, contact Juanita T. James, President & CEO, at 203.750.3200.