create a fund

As your concierge of philanthropy, we offer many different options for you to give your way. We tailor strategies to your specific situation and will help navigate your giving journey to find the perfect fit. We recognize that life experiences shape our charitable passions, and our team has a variety of ways to work with donors to achieve their philanthropic goals. Together, we can customize a fund for you. 

CFES
BENEFITS

1.

We are a local organization with deep roots in the community.

2.

We have broad expertise on community issues and needs.

3.

We provide highly personalized service tailored to your charitable and financial interests.

4.

Our funds help people invest in the causes they care about most.

5.

We accept a wide variety of assets and can facilitate even the most complex forms of giving.

6.

We partner with professional advisors to create highly effective approaches to charitable giving.

7.

We offer maximum tax advantages for most gifts under state and federal law.

8.

We multiply the impact of gift dollars by pooling them with other gifts and grants.

9.

We build endowment funds that benefit the community forever and help create personal legacies.

10.

We are a collaborative community leader, coordinating resources to create positive change.

Our Fund Types

Donor Advised Fund


Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you.

The Benefits:

  • Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities.

  • Donor advised funds are our most flexibile fund type.

  • Great for donors who want a hands-on approach to giving.

  • You receive the diligence and charitable guidance of CFES.

  • We offer both endowed and non-endowed options.

Minimum to Establish: $10,000

Read more here.




Community Needs Fund





Field of Interest Fund





Administrative Endowment Fund





Nonprofit Partner Fund


An agency fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity.

We Offer Two Options:

Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested.

Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund.




Designated Fund


A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s).

The Benefits:

  • Creates a permanent source of funding for your favorite organizations.

  • Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come.

  • Your contributions to the fund are generally tax deductible right away.

  • You recieve the diligence and charitable guidance of CFES.

Minimum to Establish: $10,000




Memorial Fund





Scholarship Fund


A scholarship fund is established by a donors or organizations for the purpose of providing financial aid to students for educational purposes. Scholarships

The Benefits:

Criteria for the selection of recipients for Scholarship Funds is established by the donor with guidance from the Foundation to ensure compliance with the IRS.




Corporate Giving Fund


Corporate Giving Funds provide an alternative to managing your company’s charitable giving. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you.





Get Started!

Ready to create your fund?

Title
Administrative Fund
Community Needs
Donor Advised
Scholarship Fund
Agency Fund
I want to benefit:
CFES Operating Costs
Local Nonprofits
Students
A Specific Nonprofit
Established By
Nonprofit / Org.
Grantmaking Rate
5%
5%
5%
Minimum to Establish
$10,000
$10,000
$5,000/ $10,000

Let's Work Together

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