|
 |
|
|
|
What if you want to start a charitable endowment fund, but don't
have the high minimum that other charitable institutions require?
There is something you can do. Start your own endowment
under your own name with the Acorn Plan. Earnings from your
account can be distributed upon your request to the charity of your
choice.
Contributions to your Acorn account are tax-deductible, can be
made by cash, check, or by major credit cards, and can be any amount
that you want them to be.
There is no administrative cost. 100% of the earnings of
your account may be distributed annually to the charities of your
choice!
The Acorn Plan makes caring simple. Find out more:
|
|
|
|
Just as a small acorn grows into a mighty oak, the Acorn Plan helps
grow your contributions into a charitable endowment. It is a
simple arrangement with no administrative costs to you.
Open up an Acorn account with any amount of money you wish.
There is no minimum amount needed to start. Your contributions
to Evergreen are income tax deductible just like any other
charitable contribution.
Advise us how you want your money to be invested...either in a
Money Market/CD pool managed by Evergreen or in a pool of Equity
Investments managed as advised by Capital Financial Planners, LLC,
Salem, Oregon.
Let Evergreen know how you want the earnings from your Acorn
account to be distributed. We will send those earnings to the
charity or charities of your choice annually, or you may let those
earnings accumulate to build your endowment. You can change
your charitable beneficiaries at any time.
Feel free to add to your Acorn account at any time and in any
amount that you wish by cash, check, or by major credit cards.
Remember, all of this is happening without any administrative
costs to you!
Start. Contribute. Advise. It is just that
simple.
|
|
|
|
- What is the difference between the Money Market/CD deposits
and the Equity investments?
- For Money Market/CD deposits, trustees will seek preservation
of principal first and then a competitive rate of return.
They will invest in money market funds and in certificates of
deposit. Compared to Equity Investments, Money Market/CD
deposits are safer, but may tend to have a lower average
return.
-
- For Equity Investments, trustees will seek a return with the
understanding that the investments lose money in some years.
They will invest in mutual funds, stocks, and bonds.
Compared to Money Market/CD deposits, Equity Investments are
likely to be more volatile, but may produce higher average
returns. Account management fees are deducted from equity
returns before allocations are made to individual endowment
accounts.
-
- Are any of my investment plan choices Federally insured?
- Yes. Trustees will seek certificates of deposit that are
federally insured.
-
- The earnings on my Acorn account are distributed upon my
request. What about the principal?
- The principal (the amount that you put in) stays in your
account perpetually.
-
- Are all the earnings of my Acorn account distributed upon my
request?
- The Endowment Advisor may instruct Evergreen to distribute any
or all of the earnings.
-
- How can The Acorn Plan not have any administrative costs?
- O'Neill Pine
Company has made a corporate commitment to Evergreen
Charitable Trust. This is a family-owned business.
They received much to start their business and they
continue to receive much through the grace of God and nature.
This plan to build endowments is one of the ways in which they
want to share some of the grace and resources they have
received. They will pay for the administration of your
Acorn account with no cost to you.
-
- Are there limits to how much I can contribute each year?
- There are currently no limits to how much you can add to your
Acorn Plan.
-
- I would like to donate by check. Who should the check be
made out to?
- Please make the check out to "Evergreen Charitable
Trust".
-
- How will I know how much is in my Acorn account and how much
earnings there are to distribute?
- Evergreen Charitable Trust will send to you, at least
annually, a statement showing your principal and the available
earnings to distribute.
|
|
|
|
You've made the decision to make a positive difference in the world.
Good for you! Now comes the part where you have to tell us how
to set up your Acorn account. You can also make changes to
your existing Acorn account from this page. You can even add
to an existing Acorn account right here. All you have to do is
pick the correct form and the format that you can use. But
we've made it simple you.
The start, change, and add forms are easy to use and are
available to you as a downloadable PDF file (click
here to get the Adobe Acrobat Reader). Make your
selection, use your browser's "file" menu and select
"print" (make sure your printer is set to print
"portrait"), and then use your browser's "back"
button to return here.
Now then, what would you like to do?
|
|
I want to start an Acorn account. |
Click
here. |
I want to change the Investment Options,
Endowment Advisor, and/or Beneficiaries to an existing
Acorn account. |
Click
here. |
I want to add to an existing Acorn account. |
Click
here. |
|
|
Mail your completed form to:
Evergreen Charitable Trust
P.O. Box 7
Salem, OR 97308
Or, if you wish, you can scan your completed form and send it as
an attachment to an e-mail.
Donations can be made by cash, check, or by major credit cards.
If you are donating by check, please make the check out to
"Evergreen Charitable Trust", indicate on the memo line
which Acorn account it is for, and mail it with your form.
Please remember that Evergreen Charitable Trust will not share
your information with anyone outside the Trust, except for our
auditors and for legitimate requests from government authorities.
We don't believe in annoying caring people like yourself who have
made a commitment to do some good in the world.
Thank you!
|
|
|