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Start a Fund

Under a deadline?

Use this form to expedite the fund process with your client!
This form gives us what we need to draft a Fund Agreement. We will contact you promptly to take next steps:

ABOUT YOU
* ABOUT YOUR FUND
What type of fund are you interested in establishing? (Please review our types of charitable fund options)
FOR DONOR ADVISED FUNDS ONLY
SUCCESSOR ADVISOR INFORMATION: One or more successor advisors may be authorized to recommend grants from the fund in the event that the advisor(s) named above dies, resigns or is otherwise unable to act in this capacity. Donors establishing a donor advised fund have the option of naming the successor advisor(s). Once designated, a successor advisor’s status can only be revoked by the donor(s) establishing the fund, by the authorized individual who designated such successor advisor to serve as his or her successor or by the advisor him/herself. All successor advisors have equal rights to recommend grant distributions from the fund. In cases of two or more successor advisors, a single successor chairperson must be identified.
YOUR PROFESSIONAL ADVISOR
As you consider your giving options, please remember that every sponsoring organization has its own rules and policies. We encourage you to engage a professional advisor to help guide you through the process.
ABOUT YOUR CHARITABLE INTERESTS
FINISH: Submit to initiate a Community Foundation Fund Agreement Draft: