Steps to Creating a Fund With Us

Decide when to give - You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as your favorite charity. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue... FOREVER.

Decide what to give - Almost any kind of asset can be used to start your fund, such as cash, publicly traded securities, closely held stock, real estate, life insurance, and tangible personal property. You may also want to explore other giving options, such as bequests, charitable remainder trusts, and charitable lead trusts, to name a few.

Choose the name of your fund - Most of our funds are named for the donor or the donor's family, or as a memorial to someone special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a name that reflects the fund's charitable purpose.

Choose a type of fund - We offer a variety of funds that are flexible to meet our donor's different charitable interests. Our most popular are: unrestricted funds, designated funds, and scholarship funds.