Types Of Funds

We offer a variety of funds for individuals, families, businesses and community organizations. We can help you choose the fund that best accomplishes your goals for giving. You can set up your fund with cash, appreciated property, real estate or other assets.

Donor Advised Fund

Ideal for those who want to give to multiple organizations and programs throughout the year. Consider a Donor Advised Fund if you:

  • Want to manage all of your giving through one account
  • Wish to give to multiple organizations and programs
  • Want the flexibility to support the individual nonprofit organizations that matter most to you

Please click here for more information on Donor Advised Funds

Designated Fund

Allows donors to create a fund that automatically makes grants to their favorite charities without any extra effort.
Consider a Designated Fund if you:

  • Want to create a legacy of support for your favorite causes
  • Prefer to avoid administrative hassles of charitable giving – from sending checks to keeping track of receipts
  • Seek to support individual organizations regularly and in perpetuity
  • Want to endow your annual giving

Please click here for more information on Designated Funds

Field of Interest Fund

Offers you the opportunity to support evolving needs and a variety of nonprofits focused on your broad area of interest. Consider a Field of Interest Fund if you:

  • Have a specific area of interest that you want to support
  • Want to learn more about other nonprofits in our community offering programs in your chosen field of interest
  • Believe in the depth of knowledge and evaluation capabilities of our staff to determine the needs and effectiveness of nonprofit programs

Please click here for more information on Field of Interest Funds

Options for Planned Giving

There are a variety of ways that you can be charitable after you are gone. Consider including charitable giving through your will or estate plan if you:

  • Need to preserve cash, but want to make sure the causes you care about are supported over the long term through an estate gift to your charitable fund at the Foundation
  • No longer need your retirement plan or life insurance and want to designate your fund as the beneficiary
  • Need income for retirement but want to shield assets from estate taxes through a Charitable Gift Annuity or Charitable Remainder Trust

Please click here for more information on planned giving

Endowments for Nonprofit Organizations

Nonprofits who want to give their donors a way to support the mission of the organization forever may consider opening an endowment. Consider opening a nonprofit endowment if:

  • Your organization has a stable operating budget and cash reserves
  • You want to generate income for operations - forever
  • You would like to offer a full menu of planned giving options, but lack the internal resources required to manage the complexity

Please click here for more information on nonprofit endowments

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