Open a Fund

Get started now by submitting this secure form. A staff member will contact you within one business day to complete the process to open a fund.  

Contact Information

Please choose a name for your fund. (Example: The Jane and James Smith Family Fund or, if you wish to be anonymous, The ABC Fund)

Contribution Information

Indicate the amount of the initial contribution. Additional gifts can be made at any time. (Note: You may open an Endowed or Quasi-Endowed fund with a minimum $5,000 contribution.)

Please indicate the type of assets you will donate to open your fund, please note here. (Example: check, wire transfer, securities/stocks, mutual fund shares, closely held stock, real estate, retirement savings/life insurance, bequest, other)

Please select type of fund.

Please explain any special provisions or requirements you require to open the fund.

(We will not contact your advisor without your permission.)

Our personalized philanthropic advising services, community research and leadership and impactful programs are made possible through fees and the generosity of like-minded donors committed to our community. Your gift to the Leadership Fund will ensure the Foundation can continue to be responsive to changing community needs.

Please make a contribution of ______% (or $ _____________) from my fund balance annually.

(Indicate the percentage or dollar amount below)

Enter the code shown above

* Endowed - The principal of your endowed fund will never be spent, and can grow over time to generate an increasing stream of funding devoted to your designated charitable purposes. Since endowed funds are designed to preserve the gift in perpetuity, only the Available to Grant amount may be used for distribution.

** Quasi-endowed - Funds are invested but all of the income and the principal of the fund are available for distribution.

*** Non-endowed - Funds are not invested by the Foundation. The amount available for distribution equals the amount of all gifts received less any grant distributions and fees.