Professional Advisors' Resources

Permian Basin Area Foundation welcomes the opportunity to work with professional advisors of clients who wish to leave a legacy for their community through philanthropy.

Donors of living or planned gifts may direct assets to any of the Foundation’s existing component funds or create a new fund to fulfill the donor’s particular intent. Several types of assets may be used to start a charitable fund including:

Cash or receivable income
Marketable securities
Retirement accounts
Real estate
Oil and gas interests
Personal property
Life insurance

The Foundation’s gift acceptance policy is contained in the Fund Management and Investment Policies manual available as indicated below.

For a personal visit about the Foundation, please contact Guy McCrary, President and Chief Executive Officer, gmccrary@pbaf.org.

We invite you to download our Professional Advisor Handbook (Updated 7/2010; PDF format), which includes:

Introduction to the Foundation
Checklist for Giving
Comparison of Donor Advised Fund to Private Foundation
IRS determination letter
Articles of Incorporation
Bylaws

Please contact Guy (gmccrary@pbaf.org) for a copy of the Foundation’s Fund Management and Investment Policies.


Home Page Introduction News Annual Report Leadership Creating A Fund Types of Funds Investments Seeking A Grant Scholarships Professional Advisors Legacy Society Nonprofit Management Center Search this website: Permian Basin Area Foundation 200 N. Loraine, Suite 500 Midland, Texas 79701 phone 432.617.3213 fax 432.617.0151 email Pres/CEO	Professional Advisors' Resources Permian Basin Area Foundation welcomes the opportunity to work with professional advisors of clients who wish to leave a legacy for their community through philanthropy. Donors of living or planned gifts may direct assets to any of the Foundation’s existing component funds or create a new fund to fulfill the donor’s particular intent. Several types of assets may be used to start a charitable fund including: Cash or receivable income Marketable securities Retirement accounts Real estate Oil and gas interests Personal property Life insurance The Foundation’s gift acceptance policy is contained in the Fund Management and Investment Policies manual available as indicated below. For a personal visit about the Foundation, please contact Guy McCrary, President and Chief Executive Officer, gmccrary@pbaf.org. We invite you to download our Professional Advisor Handbook (Updated 7/2010; PDF format), which includes: Introduction to the Foundation Checklist for Giving Comparison of Donor Advised Fund to Private Foundation IRS determination letter Articles of Incorporation Bylaws Please contact Guy (gmccrary@pbaf.org) for a copy of the Foundation’s Fund Management and Investment Policies.