For Professional Advisors

Charitable Funds

Establishing a philanthropy begins by selecting a fund type and designating a name for the fund. Based on your clients' interests and goals, we can design a fund that is just right for donors and their families.

Donor Advised Funds

These family funds offer the flexibility to support a multitude of interests over time. They enable donors to give to a wide range of organizations, issues and communities, now and in the future.

Field of Interest Funds

Like many donors, your clients may be committed to particular causes based on their own experiences. Field of Interest Funds make it possible to support programs, causes, and communities they are passionate about, for generations to come.

Community Action Funds

When donors contribute to Community Action Funds, they enable the Community Foundation to respond quickly and nimbly to ever-changing community needs. Because of the contemporaneous and local stewardship of these funds, they are often timeless in terms of impact.

Scholarship Funds

Scholarship funds may be established with a wide range of goals and purposes in mind. Your clients may offer traditional scholarships, or customize fund awards for alternative scholarships.

Designated Agency Funds

If your clients have a focused commitment to an organization, they may choose to permanently support it through a Designated Fund. The Foundation's stewardship guarantees that the good works they value will continue, even if the original organization ceases to exist.

Agency Endowment Funds

Charitable organizations establish Agency Endowment Funds to help them meet both their current and future needs. The Foundation invests the endowment into a pool designed and managed for long-term charitable purposes, leaving the organization free to concentrate on its good works.