The Donor Advised Fund Option

Assets of a private foundation may be used to establish a donor advised fund, unrestricted fund, field of interest fund, scholarship fund or designated fund.  Depending on the type of fund that is established, the private foundation's Board of Directors often stays involved in setting grant-making priorities, advising on grant awards and assessing grant success.

For More Information

E-mail Randy Balogh, Director of Philanthropic Services or call (831) 477-0800 ext. 202 for more information or to set up a private consultation.




The Donor Advised Fund Option