Advisors

Ready to start?

When you’re ready to start a fund at the Community Foundation, here’s what’s next:

  1. Select the type of charitable fund that best supports your purpose.
  2. If you’d like to maintain an ongoing relationship with your investment advisor, you can! Learn about our Financial Advisor Program.
  3. Sign a fund agreement.
  4. Select a name for your fund (e.g., name it for your family, or remain anonymous). 
  5. Depending on the type of fund you establish, you may designate fund advisors (e.g., yourself and your spouse) and successor advisors (e.g., your children).  
  6. Make an initial gift. We accept a variety of assets.
  7. Receive a tax deduction when your fund is established, and when additional contributions are made. 
  8. Here’s the fun part! Let us help you define the charitable intent of your fund.
  9. We’ll create an online user account for you, so you can check your fund balance and recommend grants any time. 
 
Questions? Please contact Philanthropic Services.

Ready to start?

When you’re ready to start a fund at the Community Foundation, here’s what’s next:

  1. Select the type of charitable fund that best supports your purpose.
  2. If you’d like to maintain an ongoing relationship with your investment advisor, you can! Learn about our Financial Advisor Program.
  3. Sign a fund agreement.
  4. Select a name for your fund (e.g., name it for your family, or remain anonymous). 
  5. Depending on the type of fund you establish, you may designate fund advisors (e.g., yourself and your spouse) and successor advisors (e.g., your children).  
  6. Make an initial gift. We accept a variety of assets.
  7. Receive a tax deduction when your fund is established, and when additional contributions are made. 
  8. Here’s the fun part! Let us help you define the charitable intent of your fund.
  9. We’ll create an online user account for you, so you can check your fund balance and recommend grants any time. 
 
Questions? Please contact Philanthropic Services.