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Establish a Fund

Starting a fund is a simple process, and we are here to assist you in the process.

  1. Choose a fund type that aligns with your charitable goals. We’ll help you find the right fit.

  2. Personalize your fund with a name and purpose that reflect your values or honor someone meaningful.

  3. Complete the Fund Agreement Form to outline your intentions and structure your giving.

  4. Make an initial gift to activate your fund. Visit our Ways to Give page to see your options.

  5. Receive a tax-deductible receipt and start making an impact right away.

You can also name fund advisors, such as family members or trusted individuals, and recommend grants to the causes you care about, now and in the future.

Ready to begin?

Fund Agreement Form

Contact us; we are here to assist you!