Establishing a Fund

Establishing a named grantmaking fund is easy, and can be often completed in less than a day.

  • First, decide what type of contribution you would like to use to establish the fund.
  • Select a name for the fund. You can use your own name, the name of a family member or one you invent.
  • Designate current fund advisors such as you and your spouse, and successor advisors such as children.
  • Complete and sign a simple governing document that we will provide.

Once a grantmaking fund is established, you 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.

Resources

Grant Suggestion Form

Investment Recommendation Form

Closing Fund Form