Donor Advised Funds
Invest in Your Community Through a Donor Advised Fund.
Donor Advised Funds allow you to be involved in the use of your gift within our community. With a Donor Advised Fund, you have the ability to submit your requests for grant distribution to our Board of Trustees. Upon board approval, we distribute grant dollars to worthy organizations and causes throughout our community. This type of fund gives you the ability to recommend organizations to receive funding that address the needs that matter most to you, thus allowing us to meet our mission of “connecting people who care with causes that matter to create a thriving community for all.”
- Our staff handles all paperwork, including keeping you informed of what your fund has earned.
- Your money is invested with our trusted investment partner.
- Our minimum balance to establish an endowed fund is $10,000 and $500 to establish a pass-through fund.
The fund shall grant gifts to worthy charities and/or non-profit organizations.
