Create A Fund

Four Simple Steps

With four simple steps your client can join hundreds of others who have created funds at the Foundation.

1. Contact a member of our Philanthropic Services Department to discuss the fund option or options that best suit your client's interests and needs. We can create a personalized plan, including the appropriate legal and other documentation, which makes giving simple and relevant.
2. Define your client's charitable goals. Decide if your client wants family members involved, both now and/or in the future. Consider how much involvement your client wants in selecting the charitable organizations that will receive grants from your client's fund. Think about how much your client wants to give in charitable contributions each year.
3. Determine which asset or giving vehicle (Described on Gift Options page) your client will use to start the fund. Evaluate the options of lifetime assets versus planned giving assets - or a combination of the two.
4. Select a name for your client's fund. Many donors choose a family name or a name that honors or memorializes a loved one. Perhaps the company name. The client chooses.

Click here to review Fund Types.

What type of gift options can your client use to create a fund with the Foundation? Click here to review Gift Options.

Does your client already have a fund and would like to make a gift? Click here to see all funds.

Contact Us

Kurstyn Loeffler

Vice President, Philanthropic Services

Email

Taylor Greenwood

Philanthropic Services Officer

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Ashley Yoakam

Philanthropic Services Officer

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