Create Your Fund

Thank you for your interest in opening a new fund at the Foundation. The information you provide on this worksheet will help us in developing a fund agreement that will best carry out your goals for charitable giving. Please feel free to contact us at (209) 910-3LCF (3523) to schedule a meeting or a phone consultation at any point in this process, or you may simply send the form electronically and we will be in touch with you.

Contact Information

 

About the New Fund

Please describe your vision for your charitable giving and why you have decided to open a fund at the Sacramento Region Community Foundation.

This fund will be an endowment. It will make grant distributions in perpetuity.
This fund will be expendable. It will make grant distributions until fund assets are exhausted, at which time the fund will be closed.
Not certain at this point; would like to discuss the different options with you.

Initial gift to establish the fund (minimum amounts may apply)

I/we will be making a gift of cash or publicly traded securities in the amount of $
I am/we are interested in making a gift of real property or other non-cash assets
The fund will be established with a gift from my/our estate

Other Information

Please provide any additional information about your charitable wishes for this fund that would be helpful:

How did you learn about the sacramento region community foundation?

Website
Radio / other media
Friend / colleague
Family member
Board / Former Board member
Professional Advisor:
Other: