Creating your fund. Give and Advise
Creating your fund is easy and customizable — and built around what matters most to you. Whether it’s for yourself, your family, or your business, we’ll guide you every step of the way to make sure your giving reflects your values and goals.
Together, we’ll build a fund that creates meaningful, measurable impact in the community.
Here’s how it works:
Whether you are setting up a fund for yourself, your family or your business, the process simple. Here’s how it works:
Step 1: Start the conversation
Speak with one of our Philanthropy Advisors about your charitable goals to determine which fund options are right for you. You can choose to support important causes locally, nationally, or around the world.
Step 2: Identify your priorities
Once you’ve defined the objective of your fund, we’ll create an agreement that captures your intentions. It’s a straightforward document that explains the goal of your fund, how involved you would like to be in allocating grants, and other relevant details. There’s no obligation for you during this process — we simply want to ensure we’ve documented your wishes correctly.
Step 3: Make your gift
You can create your endowment with $10,000 — donated all at once, or you can build to this granting threshold over time. This flexibility allows you, your family, staff or clients the opportunity to contribute to the fund in a meaningful way.
Step 4: Start granting
When your fund reaches $10,000, it is ready to grant. Your level of involvement going forward is your choice. You could seek input from your family. Many businesses include employees or clients in deciding what causes to support each year. This becomes a powerful tool to showcase your commitment to what matters. You can also get creative with future fundraising efforts like special events, golf tournaments, or corporate matching programs.
We provide the information. You make the decisions.