Forms for Establishing Funds
Forms for Giving
Establish a Fund
A minimum opening balance of $10,000 is required to establish a new fund. This amount may be built up over two years. Other than that, you decide when to give, what to give, and the purpose of the fund:
- You name your fund, typically, donors use their own name, a family name or the name of a person being honored or remembered. (Some donors choose to remain anonymous. The name of your fund is absolutely up to you.)
- You choose the type of fund you would like to establish.
- You may use cash, securities, real estate or other assets.
- You can establish your fund with an immediate gift, or defer your giving through a planned gift or bequest.