Step 1: Identify your charitable goals. Do you want your fund to be permanent (endowed)? Will there be restrictions to a field of interest or a specific agency? We offer a variety of types of funds that are flexible to meet your individual needs.
Step 2: Decide if you wish to participate in grantmaking 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 5: Finalize the gift by choosing the fund’s name and 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 $10,000 is needed to establish most funds, more for scholarship funds and planned giving instruments. That amount may be built up over time.
To get started, please Contact Us