Open A Fund
You play an important role in making our region the best that it can be. We offer a variety of charitable vehicles to direct your giving to maximize its potential.
Working with us means you receive:
Personal
service
convenience and flexibility
Community Knowledge
Investment Management
Our professional staff are focused on achieving your charitable goals through strategic giving that reflects both your individual priorities and community needs.
Working with us allows you to maximize the tax benefits and the impact of your philanthropy without the burden of running a private foundation.
We will provide you with expert philanthropic advisory services based on five decades of experience leading community impact initiatives and funding thousands of nonprofits.
Your funds will be professionally managed through a diversified investment strategy built to achieve optimal long-term returns.
Charitable Fund Types
Opening a fund with us is easy, and we're ready to help you.
If you are interested in opening a Donor-Advised Fund, click on Get Started and fill out the fund agreement.
Send your fund agreement to [email protected].
If you’re interested in one of the other charitable fund types listed above, please contact us.
Types of GIFTS WE ACCEPT
Complex Assets
Closely held stock, real estate, or other real assets.
Liquid Assets
Cash, credit card, publicly traded securities - even cryptocurrency can easily be used to add philanthropic resources to a fund.
Private Foundation Assets
Your existing private foundation may also be converted into a component fund within The Community Foundation. You can retain the name and purpose of the private foundation while alleviating the administrative and compliance burdens.
Legacy Gifts
We can work with you or your advisor to create a legacy plan. Click here to learn more.