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We offer an easy, flexible, effective and permanent way for you to accomplish your charitable dreams. |
A fund can be established with a simple governing document that requires less than an hour to prepare. And we'll guide you carefully through the process. You can establish a charitable fund without having to cope with the complexities of setting up a special-purpose nonprofit corporation. Accomplishing your objectives is made simple by our expert and professional management of your fund.
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We take pride in our ability to customize services to meet your charitable objectives. You may establish a fund that supports specific charitable organizations, the community's greatest areas of need, or a broad field of interest. You may also contribute to an existing fund or make an unrestricted gift that our Board of Directors will put to good use in the community on your behalf.
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Your fund will benefit from its management by a knowledgeable staff and from a closely monitored investment strategy. Satisfaction comes from knowing that your contributions have been effective and have created positive change.
We know you consider your charitable gifts to be an investment – in your community or whatever causes you select. Tap into the expertise of our staff members who are available to assess the effectiveness of a grant, research a giving option or to discuss opportunities with you.
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An important part of our work is building a permanent collection of funds for our community. Our Board of Directors have helped build our assets to over $41 million. Their stewardship ensures that these funds will grow in perpetuity and will continue to carry out the charitable objectives of the donors who established them. If these objectives ever become impossible to carry out, the Board will redirect the funds to support a closely related purpose.
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If you have questions about becoming a donor e-mail Randy Balogh, Director of Philanthropic Services or call (831) 477-0800 ext. 202
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