Open a New Fund

Our goal is to be your trusted partner in giving, making your experience as a donor both easy and fulfilling. We offer personalized philanthropy to each of our clients and house a variety of charitable funds in order to help turn good intentions into great accomplishments. Through our work with donors, we are the leader in growing philanthropy region-wide and enhancing its enduring impact on the quality of life.

By creating a charitable fund through the Lodi Community Foundation, you are well on your way toward making a difference in the life of this community – now and always.

For 11 years, we have been helping donors like you express their passion for giving. We know that giving is as individual as the giver, and it is a reflection of you – your values, your interests and your hopes for the future. Our strategic alliance with Sacramento Region Community Foundation provides us the resources of their legal, professional and staff resources to support you.

Getting Started: 5 Easy Questions

Opening a fund is easier than you might think, considering that the impact of your generosity may last for generations to come. To get started, there are a few things to think about to make your fund a true reflection of your individuality. You will also want to consult your professional advisor. The answers to the following questions will help us to create a personalized fund that accurately reflects your charitable intentions.

1. What are you passionate about?
2. Want immediate impact or enduring impact?
3. Which type of fund meets your goals?
4. What will you give, and when?
5. What will you name your fund?

Whether you give now or in the future, we can help you to fill out a fund agreement and arrange to transfer assets to support your vision. There is no start-up fee and no waiting period. The Foundation’s work on behalf of donors is partially supported by minimal annual fees based on fund type and balance. Those fees also support our work in advancing the quality of life in this community, while you simultaneously support the causes you care about – doubling the impact of giving through the Foundation.

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.