Information to Get You Started
We offer a wide selection of funds. Funds can be established during your lifetime, or posthumously through a will or trust with a bequest gift. With your charitable goals in mind we will compose a fund agreement where you will provide us with specific direction so we can administer the fund as the years go by. We are also happy to help with language for creation of a fund through your will or living trust. All donors and funds may choose to remain anonymous.
If you are interested in starting a fund, please contact our Donor Relations team at email@example.com or dial (707) 442-2993.
Things to think about:
- If you would like the fund to be endowed or expendable
- Which type of fund you would like: unrestricted, designated, donor advised, field of interest, scholarship, or organizational.
- The name of fund, i.e. The Wilson Family Fund
You may create a new fund with a gift in any amount, however the Foundation asks the donor to increase the balance for an endowed fund to a minimum of $10,000 within five years. For funds less than $10,000 the minimum annual fee is $175.