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. Since our start in 2005, 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.

Types of Funds

DONOR ADVISED FUND

Hands-On Giving

A Donor Advised Fund (DAF) is a flexible fund that lets you support causes you care about, receive tax benefits, and recommend grants to nonprofits.

AGENCY FUND

Expand Your Outreach

An Agency Fund is managed by a community foundation to support a nonprofit’s mission through long-term investment.

SCHOLARSHIP FUND

Enable Educational Pursuit

Scholarship Funds expand access to education by providing financial support to students based on your recommended eligibility criteria.

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DESIGNATED FUND

Drive Continuous Support

A Designated Fund supports one or more nonprofit organizations, providing lasting impact for the charitable causes you care about.

FIELD OF INTEREST FUND

Give with Purpose

A Field of Interest Fund supports a donor’s chosen area of interest, with the Lodi Community Foundation directing grants to aligned organizations or projects.

LEGACY FUND

Transform Lives Forever

A Legacy Fund is an endowment created through your estate plan that ensures your generosity will positively impact the community for generations to come.

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Getting Started

The answers to the following questions will help us to create a personalized fund that accurately reflects your charitable intentions:

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

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

Ready to Open a Fund?

(209) 400-7192