HOW TO ESTABLISH A CHARITABLE FUNDHOW TO ESTABLISH A CHARITABLE FUND

Using this booklet as a guide, we’ll help you explore options for creating a charitable fund at the Foundation:

Ways to Give Brochure

Download Ways To Give: Assets, Tools and Charitable Funds

 

When you're ready to start a charitable Fund, complete the Fund Workbook, and return it to the Foundation:

Endowments For Organizations Brochure

Download How to Establish Your Charitable Fund (Fund Workbook)

 

Foundation staff is available to answer any questions you have about organizational funds at the Foundation, or the process for establishing your organization’s fund. For assistance, e-mail or call the Foundation at 1-800-365-4172.