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.

Click here to learn about types of funds ->