Setting Up a Fund

Here’s how it works:

With an initial gift of $10,000 or more and a completed New Fund Form, a Donor Advised Fund is created. Name your fund the way you choose: after family, a business or another name of your choice.

Five percent (5%) of your initial gift will be designated to one or more of the Foundation’s Community Impact Funds.  You may select the Community Impact Fund(s) you wish to benefit. Distributions from the Community Impact Funds are added to the Foundation’s discretionary grants program, where we learn about the health of our community and make grants to grantees. The vital information we learn is shared with you on a regular basis.

You can make an election for an investment pool, either Income or Growth & Income.

To get started contact us for a New Fund Form.