Establishing a Fund at the Community Foundation

Type of fund(s) I am interested in establishing:

Preferred FundDonor Advised Fund (pass-through DAFs have a $5,000 minimum; endowed funds are minimum $10,000)Designated FundField of Interest FundScholarship Fund ($25,000 minimum)Unrestricted FundSustainability FundNPO Endowment Fund

Proposed Name of Fund (optional)

Is this fund in honor or memory of someone? If so, name:

Your First Name

Your Last Name

Home Street Address

City

Zip Code

Preferred Email

Preferred Phone Number

Birth Date (optional)

Approximate value of initial gift to establish the fund:

Initial gift to fund will arrive via future estate provision:

YesNo

Once you submit this form, our Development Office will contact you to answer any other questions you may have and to begin establishing your fund. She can be reached at development@cfect.org or 860.442.3572.

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Start the Process of Creating Your Fund!