Establish a Fund
Discover how great it feels to influence the future by giving strategically! When you establish a fund at the Community Foundation, you join hundreds of other community members who use our smart, convenient, low-maintenance giving tools to achieve their philanthropic dreams.
It’s easy to establish your own charitable fund:
1) Select the type of charitable fund that best meets your goals. Our staff can outline your options and discuss the advantages of each. Depending on the type of fund you establish, you may designate fund advisors, such as yourself and spouse, and successor advisors, such as your children. These details will be included in your fund agreement.
2) Select a name for your fund. You can use your name, that of a family member, the name of a favorite cause, or choose a name that allows you to remain anonymous.
3) Complete a brief fund worksheet. Our staff will work with you to ensure that the fund agreement makes your intentions clear. To view sample fund agreements for the different types of funds we offer, please visit the Types of Funds page.
4) Make an establishing gift: Donors receive an immediate income tax deduction when they make a gift to the fund. The fund is invested and grows tax-free. Contact our staff to learn more about making an establishing gift.
Our staff can help you achieve your giving goals. Email Julie Martineau at firstname.lastname@example.org or call our office at (281) 363.8158 to take the first step.