How do I get started? Any member of our Bank of Marin Wealth Management Services team will help you make all the necessary arrangements and provide you with the information you need once you’ve established your fund. Please contact us
at (415) 927-8900.
How do I make grants?
 |
Once your fund is established, you’ll have access to a secure link to Donor Express on the Bank of Marin website in order to make grants to any qualified nonprofit group. If you do not want to make grants online using Donor Express, you can click on the icon below to download a Grant Recommendation form. Fax your completed form to Christy Vorhis at 415.464.2555. Or if you prefer, our Wealth Management Services team can assist you in the process.
|
|
You will have 24-hour access to your account information online and will receive a written quarterly statement detailing your investment performance, grants made, and amounts available for future charitable giving. |
|
In addition to our team, the expert staff at Marin Community Foundation is also available to answer any questions and assist you. |
What does it cost? Bank of Marin utilizes its standard client fee, and the Marin Community Foundation charges 0.5% (50 basis points) of assets under management for complete administration, reporting, and record-keeping.
|
