Establish a Donor Fund

Open a New Fund

Opening a fund is easy and simply involves signing a fund agreement and making a minimum establishing gift of $10,000 or more.

Creating your fund:

  1. Select the type of fund you would like to establish (see donor fund types below) and decide whether you prefer an endowed or non-endowed fund. ​

  2. Choose a name for your fund, such as for your family or business, or in honor of any person or organization you choose.

  3. Sign a simple, short fund agreement prepared for you by our staff.

  4. Make an establishing gift to the Community Foundation in the form of cash, appreciated stock, real estate, or other assets for which you will receive tax benefits in the year your gift is made.

Managing your fund:

  • Additional gifts may be added to your fund at any time.

  • If your fund is Donor Advised, you may recommend grants. Grants are distributed in the name of your fund or, if you prefer, can be made anonymously. 

  • If your fund is Designated, you will select one or more organizations you'd like your gift to support.

  • If your fund is Field of Interest, you will recommend an area of interest you would like your gift to support. 

 

For more information contact:

Katrina Rolle, President & CEO krolle@cfnf.org 

Emily Fulton efulton@cfnf.org 

(850) 222-2899