are the only investments worth anything”
Customized Funds based on donor's charitable intent
We can help you create a strategy that achieves your charitable goals and establishes your legacy by helping you create a personalized Funds.
Donors who set up a Fund can make one contribution to Our Fund and requests distributions from their Fund that meet their charitable goals. Investment income and losses increase or decrease the size of each Fund based on the Fund’s balance and activity.
Donor Advised Funds – Donors recommend public charities that will receive distributions from the Fund
Designated Funds – Donors designate a charitable organization as recipient of the distributions from the Fund
Field of Interest Funds – Donors designate a specific issue in the community, the Foundation will solicit grant proposals from the community and make distributions to charitable organizations within the donor’s chosen field of interest.
Agency Endowment Funds – Charitable organization may create an endowment for their own benefit.
Unrestricted Funds – Donors give the Foundation the ultimate control as to how the distributions will be allocated to the most significant cause in the community.
Endowed (permanent) - The value of grants to be distributed from these Funds annually will be 5% of the average Fund balance of the previous 12 quarters.
Non-Endowed (non-permanent) –There are no restrictions on the value of the grants to be distributed.