Establish a Donor Fund

New Growth

Opening a New Fund

Starting a fund is easy and simply involves signing a fund agreement 

and making a minimum establishing gift of $10,000 or more.

Create the fund

  1. Select the type of donor fund  you would like to establish 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.

Manage the fund

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

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

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

  • If your fund is Field of Interest, you will designated an area of interest you would like your gift to support at the time your fund is established.

 

For more information contact:

Katrina Rolle krolle@cfnf.org 

Emily Fulton efulton@cfnf.org 

(850) 222-2899