Start a Fund

Step 1: Identify your charitable goals. Do you want your fund to be permanent (endowed)? Will there be restrictions to a field of interest or a specific agency? We offer a variety of types of funds that are flexible to meet your individual needs.

Step 2: Decide if you wish to participate in grantmaking decisions or leave that work up to the Foundation’s community experts.

Step 3: Determine what type of assets will be used to establish the fund. Donors have many options, so you decide what works best for you.

Step 4: Decide when to give. Are you are able to make an outright gift now or do you wish to consider using a planned gift to establish the fund?

Step 5: Finalize the gift by choosing the fund's name and and recommending how to invest it. A donor will sign a simple fund agreement letter provided by the staff and arrange to transfer assets to the Foundation. A minimum of $10,000 is needed to establish a fund, but that amount may be built up over time ($2,000/year over 5 years).

Try our Gift Calculator to quickly see what kind of an impact a gift today can have on our community tomorrow (and in 25 years!) -- try it and see for yourself how valuable a fund at CFWM can be!

To get started, please Contact Us