How to Create 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 for 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 the reflects your fund’s charitable purposes.

4. Choose a type of fund.
We offer a variety of funds that are flexible to meet our donors’ different charitable interests.