Creating a New Fund

Step 1

Identify your giving goals. Do you want your fund to be permanent (endowed)? Will there be restrictions to a field of interest or a specific agency? The Foundation offers a variety of types of funds flexible to meet your individual needs.

Step 2

Decide if you wish to participate in grant making decisions or leave that work up to the Foundation’s community experts.

Step 3

Determine what type of assets will be used to establish the fund. Donors have many options, so you decide what works best for you.

Step 4

Decide when to give. Are you are able to make an outright gift now or a series of gifts during the next 2 to 5 years, or do you wish to consider using a planned giving to establish the fund?

Step 5

Finalize the gift by choosing the fund's name and recommending how to invest it. A donor will sign a simple fund agreement letter provided by the staff and arrange to transfer assets to the Foundation. A minimum of $5,000 is needed to establish a fund, but that amount may be built up over time.

Use our Gift Calculator to quickly see what kind of an impact a gift today can have on our community tomorrow (and in 25 years!) - try it and see for yourself how valuable a fund at the Foundation can be!

To get started, please contact us.