How to Start a Fund

Giving back to your community should be an enjoyable experience, and that’s why we make giving as easy as possible. We meet personally with donors to determine goals and create a fund that makes sense for you.

We are highly flexible in our ability to accept complex gifts, and have seven types of funds to choose from. Any fund can be established in your name, or in the name of your family, your organization, or anyone you wish to honor. All grants distributed from the fund you establish – today and in the future – are awarded to charities in the name of that fund. It’s a great way to be involved with, and remembered for, your community investment. 

Here are four easy steps to setting up a fund: 

  1. Decide When to Give
    You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity. You may give in honor of an anniversary, to celebrate a special event or to support a cause. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.

  2. Decide What to Give
    Almost any kind of asset can be used to start your fund, such as cash, publicly traded securities, closely held stock, interests in limited partnerships, real estate, life insurance, tangible personal property and private foundation assets. We can also discuss other options with you, such as bequests, charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, pooled income funds, charitable gift annuities, life income and deferred charitable gift annuities.

  3. Choose the Name of Your Fund
    Most of our funds are named for the donor or the donor's family or as a memorial to someone special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a name that reflects your fund's charitable purposes. 

  4. Choose a Type of Fund
    We offer a variety of fund types that are flexible to meet our donors' charitable interests. 

Let us know if you are interested in setting up a charitable fund by filling out the form below. If you don't have answers to all the questions, that is fine! Fill out what you can, and we can help you with the rest. After all, that is what we are here for. 

Personal Information Fields marked with an * are required.

I Represent: select all that apply
Fund Established By if different than above
The best way to contact me:

Fund Information

Type of Fund: Learn about Fund Types
I want my fund to be: select all that apply
How do you want to be recognized for your grant-making?:
I plan to make my initial gift:

Thank you for your interest. We will be in contact with you shortly.