1. Fill out a simple 4-page Fund Application and submit to LBCF.
2. Transfer funds (cash, stocks, bonds, mutual funds, retirement plan assets, life income gifts, and more) upon opening and receive immediate tax write-off.
3. At your convenience, give to the causes that mean the most to you.
To learn more about how we assist donors, click here! For more information about a Donor Advised Fund, contact us at 949-715-8223.
In 2014, this is where our donors decided to give…