Opening and Contributing to Your Fund

You can use almost any kind of asset to start your fund and add to your fund. The Foundation accepts cash, publicly traded securities, closely held or private stock, interests in limited partnerships, real estate, life insurance and private foundation assets. Tax deductions are earned and acknowledged at the time of your gift. Gifts of appreciated assets provide you or your estate with additional tax benefits.

Naming Your Fund

Most funds are named for the donor, the donor's family or as a memorial to a loved one. All grants are made in the name of the fund. You can also remain anonymous by selecting a fund name that reflects your charitable giving.

Cost of Creating and Maintaining Your Fund

There are no costs to establish funds. While transferring certain types of assets may involve some legal costs, under certain circumstances the Foundation may even assume these costs. Funds valued at less than $10,000 have no ongoing or recurring costs. They are totally free--no costs of any kind. Funds valued at more than $10,000 incur a 1.25 percent annualized management fee. This management fee is the only cost associated with the fund; no additional charges will apply for any transactions in the account.

Create an Individual or Family Fund
Create an Organizational Fund