Designated Fund

Allows donors to create a fund that automatically makes grants to their favorite charities without any extra effort.

Perhaps through volunteering, a personal connection or a desire to make a difference, you have developed a passion for specific nonprofit programs and initiatives. No matter what your interest, a Designated Fund ensures ongoing, reliable support for those organizations, and the Foundation will work with you to help establish a fund that achieves your unique charitable goals.

Consider a Designated Fund if you:

  • Want to create a legacy of support for your favorite causes
  • Prefer to avoid administrative hassles of charitable giving – from sending checks to keeping track of receipts
  • Seek to support individual organizations regularly and in perpetuity
  • Want to endow your annual giving

Patty Bogle

Patty Bogle, beloved matriarch of the local winemaking family, wished to support several community projects past her lifetime. The Designated Fund she established supported projects important to her and the community.


Designated Fund Resources

Designated Fund Fact Sheet

Learn about this impactful vehicle for your charitable giving.

Designated Fund Agreement

Begin thinking about the details of your fund – everything from creating a name to selecting the timeline of your giving – using our Designated Fund Agreement.

Opening a Fund is Easy

You can open your Designated Fund with a minimum contribution of $10,000 and qualify for an immediate income tax deduction. Then, the Foundation will regularly distribute grants on your behalf to the charities you identify when you create your fund.

READY TO GET STARTED? CONTACT THE FUNDHOLDER RESOURCES TEAM TO SCHEDULE A MEETING