Unrestricted Funds

Join the Sacramento Region Community Foundation in supporting collaborative opportunities to foster positive social change — for all — within the capital region. Here’s how it works.

Give

Establish an Unrestricted Fund — named according to your wishes — with a charitable contribution of cash or other assets.

The flexibility of your Unrestricted Fund enables our Board of Directors and staff to respond quickly to emerging needs, foster innovation and collaboration, and create lasting positive change to enhance the quality of life for all residents.

Grow

Your Unrestricted Fund grows tax-free through professionally managed investments, enabling us to make greater impact together.

Our team invests your Unrestricted Fund according to your wishes to grow its impact over time and provides you regular fund statements, so you can monitor its activities. You can contribute to your Unrestricted Fund at any time, including through your estate.

Grant

Entrust our team to support emerging issues and upstream solutions that make the region a more vibrant, livable, and safe place.

By investing in unrestricted initiatives, you support groundbreaking ideas, collaborative efforts, and approaches that have the potential to catalyze lasting positive change.

Your Unrestricted Fund comes with services, expertise, and support to achieve your philanthropic goals:

Partner with a local team committed to strengthening the Sacramento region. With over 40 years of experience as the capital area’s trusted philanthropic resource, we’re here to help you shape your impact.

Create Your Fund

Submit the form below to begin the process of opening your Unrestricted Fund. Our team will follow-up with next steps.

Ready to learn more? We’re happy to work with you and your advisors to tailor a Unrestricted Fund that suits your giving goals. Schedule a meeting to get started and contact us at any time with questions.

What are the benefits of Unrestricted Funds?

There are many benefits to opening an Unrestricted Fund at the Sacramento Region Community Foundation. Among them:

  • Personalized Service: We help maximize your grantmaking impact, keep you updated on your fund, and assist with donations, including planned gifts.
  • Efficiency: Support evolving needs in the Sacramento region without the administrative burden of a private foundation or in-house philanthropy staff.
  • Legacy: Name successor advisors for your Unrestricted Fund, if you wish, allowing it to be a lasting legacy.
  • Investment Expertise: Your fund is managed by professionals according to your wishes for growth and sustainability.
  • Double Your Impact: Re-invest support fees back into the Sacramento region.
  • Build Community: Connect with like-minded philanthropists at exclusive events.
What is the minimum contribution needed?

The minimum contribution to set up an Unrestricted Fund is $10,000; your Unrestricted Fund can be endowed with a $50,000 minimum. We accept a variety of assets and have in-house expertise to process complex gifts, in collaboration with you and your financial advisors, ensuring you achieve the greatest tax advantages. Your fund can also receive planned gifts. See Ways to Give.

What are my investment options?

You can invest your charitable fund in our professionally managed investment pools, designed to fit your time horizon and giving goals. See Investment Portfolios.

What is the fee for administering a fund?

Our competitive support fees offset the cost of fund administration and are also reinvested in the Sacramento region through our grantmaking and programs — attending to critical regional issues, improving local lives, and multiplying the impact of your giving. Our support fees vary based on fund type and, in some cases, on the size of the fund. See our fee schedule.

What kinds of administration services do you provide?

With our commitment to delivering world-class philanthropy, we offer a variety of support services to donors. We handle all “back office” support for your fund(s). You will have access to our online donor portal, where our team will update your fund with information on contributions, investment earnings, and more. Our Philanthropy Team is available during office hours to respond to your questions and needs

Can others contribute to the fund?

Yes. Anyone can make a charitable contribution to your Unrestricted Fund through the transfer of a variety of assets, including cash, appreciated securities, real estate and more.

Let’s Get Started

Your philanthropy is personal. The Sacramento Region Community Foundation staff is your support team — here to help you give with confidence, now or after your lifetime.

Kelly Siefkin, CFRE

Kelly Siefkin, CFRE

Chief Philanthropy Officer
Chelsea Fahr, CFRE

Chelsea Fahr, CFRE

Senior Director of Philanthropy