Leaving a legacy, the simple way.

Pre-planned memorial funds and scholarship funds. You choose the cause, we do the rest.

At CharitySmith, we understand that planning for the future encompasses more than just financial arrangements. It’s about ensuring that your legacy continues to make a difference in the lives of those you care about and the causes you hold dear. That’s why we’re excited to introduce our new service: Pre-Planned Memorial Funds and Scholarships.

Your impact. Your way.

Focus on Your Passions

You choose the cause and decide where your legacy will make a lasting difference.

charitysmith home page

Encourage a Dream

Create a scholarship fund that supports young minds and shapes a brighter future.

charitysmith home page

Already a Supporter?

Choose specific organizations to support so they can continue their incredible work.

You have the freedom to tailor your memorial fund according to your exact wishes. Begin by choosing an area of interest that holds significance to you. Whether you want to outline scholarship criteria, select schools to support, or contribute to specific organizations making a difference, your fund’s purpose is explicitly driven by your values. If you have a trusted partner in mind to help manage the fund, we’re especially happy to collaborate with them. Alternatively, you can certainly choose to have CharitySmith as the sole administrator. Furthermore, you can decide to endow the fund now or choose to include an endowment in your will as part of your legacy planning process.

All donations made to pre-planned funds are tax-deductible.

Our team is readily available to assist you throughout the process. We’re always here to answer any questions, offer insights, and to ensure your vision comes to life seamlessly.

Start the process by completing the form below. We’re excited to embark on this journey with you and help your legacy make a lasting impact.

How we help.

CharitySmith’s Role

CharitySmith takes care of all the significantly intricate details of running a nonprofit, so you don’t have to worry about a thing. Here’s what we handle on your behalf:

Memorial Webpage Creation – We’ll design a personalized and heartfelt memorial webpage, preserving your story and vision.

Fund’s Bank Account Setup – We’ll establish the fund’s bank account, making it easy for friends, family, and supporters to contribute.

Tax and Charitable Registrations – We’ll handle all state and federal tax filings and charitable registrations, ensuring compliance and transparency.

Donor Management – From accepting donations to providing donor receipts, we manage every aspect of donor relations.

Financial Reports – The fund administrator will receive regular financial reports, keeping them informed about the impact your fund is making.

Guidance & planning support.

Your Legacy – Planning For a Lasting Impact

Planning for your legacy doesn’t have to be a daunting task. It can be a proactive and empowering process that ensures your values live on long after you’re gone.

End of Life Planning – A Comprehensive Guide

Engaging in end-of-life planning empowers you to take control of your future, ease the burden on your loved ones, and ensure your wishes are honored.

After Loss – Next Steps & Funeral Planning Checklist

This checklist offers a clear and organized approach to the steps that should be taken after the loss of a loved one as well as the funeral planning process.

Every step of the way.

Your legacy is your gift to the future. With CharitySmith’s Pre-Planned Memorial Funds and Scholarships, you can ensure that your legacy lives on, leaving an incredible impact on the world.

We are here to support you every step of the way. Our team of compassionate administrators is always available to provide guidance, share ideas, and lend our expertise to ensure the success of your memorial fund.

Rachel Ward Rohlen

Rachel Ward Rohlen

Executive Director

Skip to content