Create a Fund

Creating a charitable giving fund with the Community Foundation is simple.  Call us to discuss your philanthropic goals and fund options to best suit your needs.  We welcome the opportunity to describe our services.

To open a new fund, a contribution of $10,000 or more is recommended.  A variety of assets may be used to create funds and you may choose between an endowment fund or an expendable fund in determining how it is invested.  You may also wish to designate assets that will come to us after your lifetime as a legacy gift.

Assets you may contribute include:

  • Cash
  • Publicly traded Securities or Mutual Fund Shares
  • Closely-held and pre-IPO stock
  • Real Estate (some restrictions apply)
  • Retained Life Estate
  • Retirement Fund Plans
  • Life Insurance
  • Pooled Income Fund (remainder of)
  • Charitable Remainder Trust (remainder of)
  • Charitable Lead Trust (lead gift of)
  • Bequest

For more information, please contact J Mullineaux at 707.303.9620.