How to add funds to your account?

You can fund your account in several ways:

CHECK

Please mail checks to: 

National Charitable Fund, Inc. 
PO Box 540777
Orlando, FL  32854-0777

Checks should be made out to the name of your charitable account. 

STOCK TRANSFERS, WIRE TRANSFERS & OTHER ASSETS

Please contact Susan Brown for stock transfers, wire transfers and other assets 

How do I recommend a grant from my fund?

You may recommend a grant from your account by visiting the Recommend a Grant tab of our website. Please fill out the form completely.  After submitting the form a member of our team will reach out to you directly to verify your account and confirm the gift recommendation.

What are the requirements for an account holder to recommend a gift?

Grants from the Fund can only be made to 501(c)(3) charities, charitable entities (e.g., schools, religious institutions, etc.) and tax-exempt government agencies that have a verifiable charitable purpose.  Donations must be made to an IRS-recognized 501(c)(3), non-profit charity. 

What types of grants are not eligible?

  • Donations may not go to an individual 
  • Donations may not fulfill a personal pledge
  • Advisors may not receive any benefits from the distribution (i.e., tickets, membership, food, beverages, gifts, etc.) 

Are there any other rules?

Fund holders, their advisors, and any related party may not receive grants, loans, compensation or similar payments (including expense reimbursements) from the fund.