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Learn How to Establish a Fund
Establishing a named charitable fund is a great way to create a long-term giving program that supports the community in a variety of ways. Here are 4 steps to get you started.
1. Choose the type of contribution you would like to use to establish a fund. You can contribute cash, securities, or other assets. For more information, visit the “Different Ways to Give” page. Contribution amount must be at least $10,000 to establish a named fund.
2. Choose the type of fund you would like to establish. The type of fund they choose depends on factors such as their desired level of involvement, amount of their fund, etc. For more information, visit the “Types of Funds” page.
3. Designate current and successor fund advisors such as you, your spouse, your children, etc.
4. Fill out a governing document that the Community Foundation provides and customizes for you.
Once a fund is established, you may:
* Add to the fund at any time in any dollar amount
* Decide how your fund will distribute funds through the grantmaking process
* Contact the Community Foundation for assistance in learning more about the needs of our community
If you are ready to get started in setting up a fund or if you would like to have a personal conversation, please call our Director of Development Jeff Pritchard at 253.383.5622, or send an e-mail to jpritchard@gtcf.org.
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