Open a Fund

The Foundation offers a variety of different funds that can meet any type of charitable interest. You can even establish your own fund to customize your donations and goals.

1

Make a Decision

Determine your charitable purpose or intent. Choose the type of fund that best supports your goals.

2

Make It Official

Name your fund & fill out all related documents. Designate current and successor fund advisors.

3

Make a Gift

Make an establishing gift. Receive tax deductions when the fund is established and additional contributions are made.

4

Make It Count

Determine how you want your gift invested.

Investment Options

 

You can take a few moments to learn more about the Foundation’s role as a fiduciary for its funds by and learn more about how the Foundation’s investments have performed recently through these two videos.

Types of Funds

Designated Fund

This is a type of restricted fund that supports a specific purpose or a specific nonprofit organization that you, as the donor, designate.

Donor Advised Fund

Donor Advised Funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. It is an excellent way to give to nonprofits that align with your philanthropic goals.

Field of Interest Fund

This fund type allows you to provides gifts to benefit the cause most important to you: arts, health services, education, neighborhood revitalizations, youth welfare, and more.

Scholarship Fund

A Scholarship Fund is a way for individuals, families, groups and businesses to invest in their community’s future and help students achieve their academic goals. Scholarship awards are paid directly to a college or university.

Supporting Organization

Provides an excellent alternative to a private foundation. You stay involved every step of the way while enjoying the favorable tax treatment of a public charity without the administrative burden,

Agency Endowment Fund

This type of designated fund is established by a 501c3 nonprofit organization for that nonprofit’s benefit. Distributions from the Agency Fund are granted back to the nonprofit that established the fund.