Each charitable fund entrusted to our care is as unique as the donor who created it – a personal reflection of their charitable passions and financial abilities.
Choose the Fund To Use
If this is your first experience setting up a charitable fund, the array of choices available can at first seem a little daunting.
- We stand ready to work with you to walk you through the choices and help identify the best options for you.
- Your professional advisors are excellent resources to call upon when you’re looking to determine which fund type best meets your needs.
The chart below can provide with a helpful starting point for your decision-making.
|If you ...||Consider creating a/an ...|
|Want to give to your favorite charity ...||Donor-Advised Fund or Donor-Designated Fund.|
|Want to give to a number of your favorite nonprofits ...||Donor-Advised Fund, Donor-Designated Fund or Field of Interest Fund.|
|Want to give to a favorite charitable issue or cause ...||Field of Interest Fund, a Donor-Advised Fund or a Scholarship Fund.|
|Want to honor someone’s memory or achievements ...||Scholarship Fund.|
|Want flexibility in the nonprofits you support ...||Field of Interest Fund or Donor-Advised Fund.|
|Want to encourage or support better education for our youth ...||Scholarship Fund.|
|Want to meet the emerging needs in our community ...||Unrestricted Fund.|
|Want to make a charitable donation as part of your estate planning ...||Donor-Advised Fund, Donor-Designated Fund or Future Fund.|
|Want to support the work of our community foundation ...||Sustainability Fund or Supporting Foundation.|
|Are a nonprofit agency ...||Agency Endowment, Donor-Advised Fund, Donor-Designated Fund or Field of Interest Fund.|
|Are considering establishing a private foundation ...||Donor-Advised Fund or a Supporting Foundation.|
Our door is always open!
Whether you are new to philanthropy or looking to do more through your giving, we can help you have a meaningful impact on the issues and communities that you care about. Feel free to contact us for a confidential conversation.
Contact: Lauren Parda