Establish Your Fund

Select one of the types of charitable funds that best supports your purpose.

The Foundation offers the following six types of funds:

Identify the assets you wish to contribute

The Foundation is equipped to handle a diverse range of assets, such as: Cash, Securities, Real Estate, Bequests, Retirement Plan Assets, Personal Property, and Life Insurance.

Choose a name for your fund

You may use your own name, your family's name, the name of a loved one, a cherished cause, or opt for a name that keeps your identity confidential.

Select Fund Advisors

Based on the kind of fund you create, you can appoint current fund advisors, like yourself and your spouse, and successor advisors, such as your children.

Finalize a straightforward governing document

If you know the answers to the four questions listed below, you're all set to proceed! Our staff will assist you in completing a basic document that includes all the details you've chosen from the options provided above.

• Which type of fund best meets your needs?
• What kind of asset will you be donating?
• What will you name your fund?
• If you are establishing a donor-advised fund, who will be the designated advisors?
  

Enjoy giving through your fund

Once your fund is established you can:

• Add to the fund at any time in any dollar amount.
• Specify how grant disbursements are to be acknowledged – whether in the name of the fund or anonymously.
• If you’ve established a donor advised fund you may recommend distributions to charities, locally or throughout the United States.

All information regarding tax advantages, etc. is deemed reliable but is not guaranteed as it may not pertain to your specific situation. A review by your accountant, lawyer or other professional will determine the overall effect of any financial decision you may be considering.