Personalize Your Giving
Establish your philanthropic legacy, and make a difference in our community
Opening a fund is easier than you might think, considering that the impact of your generosity may last for generations to come. To get started, there are a few things you might consider in order to make your fund a true reflection of your individuality and your philanthropic wishes. The answers to the questions on this page will help us create a personalized fund that accurately reflects your charitable intentions. If you'd like to learn more about our services, we invite you to meet with our team, explore the family of funds we offer, and review our library of charitable giving resources.
WHAT ARE YOU PASSIONATE ABOUT?
How do you want to change your community through giving? What are your unique interests? How will the world be different because of your commitment?
DO YOU WANT IMMEDIATE OR ENDURING IMPACT?
You can decide whether you want to create an Expendable Fund to help community organizations today, or build a permanent Endowment to support their needs, today, tomorrow and forever.
"What are you passionate about?" We asked our fundholders to share what drives their charitable giving.
WHICH TYPE OF FUND MEETS YOUR GOALS?
We offer a variety of funds structured to meet a multitude of donor goals. You may want the flexibility offered by a Donor Advised Fund, or you many prefer to direct your giving only to certain nonprofits through a Designated Fund. You can also choose to impact a certain cause, while asking us to help identify the organizations doing the most effective work in that field through a Field of Interest Fund. Or, you may be interested in supporting deserving students through a Scholarship Fund. Whatever your interests, our Fundholder Resources team can help you establish a charitable fund to match them.
Learn more about our family of funds
View additional charitable giving resources
WHAT WILL YOU GIVE, AND WHEN?
You will want to decide if you are giving current assets, or you want to give after you are gone through your estate plan – or both.
Give Now
Donors can give by check, money order or wire transfer, along with several other asset types.
Other Assets: Gifts of non-liquid assets may allow you to make a substantial contribution while receiving valuable tax advantages. Generally, you may deduct the fair market value of the gift, and the capital gain from the donated asset will pass tax free to your fund at the Foundation. While we readily accept publicly traded securities, other gifts, such as closely held stock, IRA assets, real estate, partnership interests and some tangible personal property, may also be accepted based on the approval of our Board of Directors.
Give Later
When you include a gift to your fund at the Foundation in your estate plan, you make a charitable gift, enjoy tax benefits, and preserve economic security for yourself and your family. We can work with you and your professional advisor to find a charitable estate vehicle that works for you. Some future gifts may allow you to receive an income during your lifetime and benefit your favorite causes after you are gone.
Learn about legacy giving
READY TO OPEN A FUND AT THE FOUNDATION?
Contact us to schedule a conversation with our Fundholder Resources team. Want to get a head start? Explore the types of funds available at the Foundation, and – when you know what giving vehicle best suits your charitable mission – peek through the appropriate digital fund agreement to get started, if you'd like.
schedule a meeting with our team
Ready to Open a Charitable Fund?
We are here to help you simplify your giving and strengthen your impact. We look forward to helping make your philanthropy powerful and rewarding, creating the lasting change you want to see — in this community and beyond.