Create A Fund


You can create your charitable fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.

What kind of charitable fund is right for you?

  • Donor Advised Fund
    Donors recommend grants to qualified 501(c)(3) organizations from the funds they have established.
  • Unrestricted Fund
    The broadest giving option, allowing grants to be made to wherever our professional staff determines our community’s needs are the greatest.
  • Field of Interest Fund
    Allows donors to direct the fund to specific areas of need that have special meaning to the donor, such as children’s programs, arts education, the environment, aiding the homeless,
  • Scholarship Fund
    Helps students pursue academic goals, including high school students going on to post-secondary education or adult learners going back to school. Donors may define guidelines for candidacy, the advisory committee, the school and the award itself.
  • Restricted Fund
    Provides perpetual support to specific charities that donors care about the most.
  • Agency Endowment Fund
    Established by nonprofit organizations to serve as everlasting endowments.

Establishing Your Fund

Funds can be established with gifts of cash, marketable securities, real estate, a lead trust, closely held stock, retirement plan assets, or by transferring an existing private foundation.  Future gifts may be funded with a a gift annuity, a charitable remainder trust, a life insurance policy, will, bequest or living trust.

Contact Susie Bowie to arrange a phone appointment or an in person meeting in our professional offices. | (941) 556-5444