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 most funds, more for scholarship funds and planned giving instruments. That amount may be built up over time, please contact us for more information.

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