Plan Your Legacy Today

An Invitation to Join the Sartori Circle

All donors who include us in their estate plan through their will, trust, beneficiary designations, life income gifts, or who name the organization as the successor advisor to their existing Donor Advised Funds are eligible to participate in the Sartori Circle.

Whether designating a nonprofit beneficiary, making a field of interest gift, or contributing to the organization’s endowment, each donor’s unique charitable wishes remain the highest priority, now and in the future.

Our Services

We offer customized services backed by over 100 years of experience, ensuring your charitable impact endures for generations.

Charitable Vehicles

We offer customized services backed by over 100 years of experience, ensuring your charitable impact endures for generations.

Donor Advised Fund Succession Plan

A Donor Advised Fund (DAF) is an efficient, cost-effective giving vehicle that provides immediate income tax benefits to donors in the year of the gift, while allowing them to support their chosen charities through grant recommendations on their own timetable. Donors can designate a successor advisor for future grantmaking and enable grants from their DAF after their lifetime to ensure their legacy goals are achieved through one of the following fund types:

Restricted Fund
A Restricted Fund allows donors to select one or more specific charitable organizations to support, ensuring that grants are restricted to those organizations. If a donor passes away and the chosen nonprofit changes its mission or closes, grants will be redirected to organizations that closely honor the donor’s intent.

Field of Interest Fund
A Field of Interest Fund supports specific areas defined by the donor. They can identify areas of charitable interest—broad or narrow—and the team evaluates organizations excelling in those areas to make grants accordingly.

Endowed Donor Advised Fund
An Endowed DAF establishes a permanent fund with a corpus that cannot be spent. Distributions are made only from the net income and appreciation of the fund’s assets, ensuring it exists in perpetuity. If the fund’s assets grow, the income can increase charitable giving. Donors can nominate their own successor advisor or allow the organization to determine grantmaking in line with the donor’s intentions.

Unrestricted Fund
An Unrestricted Fund places no restrictions on how the organization can use the fund or designate grant recipients. Typically, the fund is pooled with the organization’s endowment to support entities aligned with its mission and giving criteria. The organization may also select any other charitable recipient that addresses immediate community needs.

Life Income Gifts

Life income gifts allow donors to make irrevocable gifts of money, stocks, and other assets to charitable entities while receiving a stream of income during their lifetimes or for a specified term. Donors enjoy an immediate tax benefit in the year of the gift.

Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) provides donors with income tax benefits in the year of the gift while generating a stream of income for designated beneficiaries for their lifetime or for a term of years. Upon the death of the beneficiary or the conclusion of the term, the remaining assets of the trust are transferred to a charity.

Charitable Lead Trusts
A Charitable Lead Trust (CLT) supports a chosen charity for a set period or the donor’s lifetime through income generated by contributed assets held in the trust. When the trust concludes, the remaining assets are transferred to noncharitable beneficiaries. For transfer-tax purposes, the value of the gift to noncharitable beneficiaries is determined by the property transferred to the CLT minus the value of payments made to the charity during the trust’s duration.