Starting a Fund
Starting a fund at The
is quick and easy – in most cases, the fund is operational in less than
hours. It can be done by you on behalf of your client, or you
may refer your client to us directly.
Your client will receive a
deduction at the time the fund is established and when additional
contributions are made to the fund..
your client’s charitable purpose(s) or intent(s).
This can range from highly specific – for example,
an alma mater -- to
general in scope, such as “general charitable
Select the type of fund
that best fulfills that purpose or intent.
Consult the “Types
of Funds”section of this website for
Complete a simple fund agreement
Our staff can help you to complete an official document that makes your
clients' intentions clear.
Name the fund.
Fund names may take virtually
any form – the donor’s name or family name, a cause-related name, or
something else entirely. Donors also may choose to remain
anonymous. Depending on the type of fund established, your
client may designate current fund advisors, such as him/herself, and
successor advisors such as his/her children. This information will be
included in the governing document.
the fund by making an establishing gift.
See the “Options
for Giving” section of this website for
details. Once the fund is established, your client can:
- Add to the fund at any time, in any
- Specify how grant disbursements
should be acknowledged. Donors may make a grant using their
fund’s name or they may remain anonymous.
- Make grants to any nonprofit
organization across the United States. (Donor-Advised only)