types of funds
how to create a fund
comparing funds

(It's really very easy!)

When you establish a fund, all the grants distributed from that fund -- now and well into the future -- will be awarded in your name.*

So you'll always be remembered, and linked to good works in our community.

*Unless, of course, you prefer to remain anonymous
5 SIMPLE STEPS TO GET STARTED

Call our office to set up a brief meeting.

We'll discuss your charitable ideals and help you decide what kind of fund will best help you carry out your interests, identify the most appropriate form of asset to use in establishing your fund, and complete the paperwork (a short fund agreement that takes just a few minutes).

You may use cash, appreciated stock, bonds, real estate, or other personal property to establish your fund. (To maximize your fund's immediate impact and support its grantmaking potential, we suggest a minimum gift of $5,000 to create a new fund.)

You select the type of fund and the name for your fund.

Once the fund agreement is signed and the assets transferred, the process is complete and your fund is operational.

Your fund's assets will be professionally invested and managed to grow over time. A portion of the investment income will be used to make grants, in accordance with your fund's purpose and your intent. We list grants in our annual report and on our website in the donors' name... but if you prefer to remain anonymous, we'll gladly abide by your wishes. You may add to your fund at any time, and invite your friends and family who share your interests to do the same. It's a great way to celebrate a birthday or honor a special event.