Steps to Create a Fund

Step 1: Contact the Foundation to discuss your client’s charitable objectives.

Step 2: With the assistance of the Foundation’s staff as needed, you or your client complete the Fund Agreement. Your client determines the amount and date of their gift, name of their Fund, eligible fund advisors, if any, and charitable purposes of their Fund.

Step 3: Have your client make an irrevocable gift of at least $10,000 to the Foundation to establish their Fund.

Step 4: An acknowledgment letter will be sent to your client, with a copy to you if requested, and a staff person from the Philanthropic Services Department of the Foundation will contact your client, to welcome them and explain how your client can recommend grants, check their fund balance, etc. This letter serves as an official receipt and must be retained for your tax records.

Step 5: The Foundation begins to make your charitable dreams come true.