Starting a Fund

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Let's Talk!

Through creating a fund—or contributing to an existing one—you can help unleash the potential of our community. Let us help you make the greatest impact with your charitable giving.
Kim Jones


It is easy to establish a named charitable fund and the task can be completed in less than a day in four steps:

  1. Decide what type of contribution you would like to use to establish the fund.  The contribution can be made up of cash, securities, or other property.
  2. Select a name for the fund. You can use your own name, the name of a family member, or a name you invent.
  3. Designate current fund advisors such as you and your spouse and successor advisors such as children.
  4. Complete and sign a simple governing document that we will provide and help customize for the donor(s).

Once a fund is established, donors may:

  • Add to the fund at any time in any dollar amount.
  • Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
  • If a donor advised fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States

Contact our office at 770-832-1462 to get started!