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Help Choosing a Fund

Each charitable fund entrusted to our care is as unique as the donor who created it – a personal reflection of their charitable passions and financial abilities.

Choose the Fund To Use

If this is your first experience setting up a charitable fund, the array of choices available can at first seem a little daunting.

  • We stand ready to work with you to walk you through the choices and help identify the best options for you.
  • Your professional advisors are excellent resources to call upon when you’re looking to determine which fund type best meets your needs.

The chart below can provide with a helpful starting point for your decision-making.

If you ... Consider creating a/an ...
Want to give to your favorite charity ... Donor-Advised Fund or Donor-Designated Fund.
Want to give to a number of your favorite nonprofits ... Donor-Advised Fund, Donor-Designated Fund or Field of Interest Fund.
Want to give to a favorite charitable issue or cause ... Field of Interest Fund, a Donor-Advised Fund or a Scholarship Fund.
Want to honor someone’s memory or achievements ... Scholarship Fund.
Want flexibility in the nonprofits you support ... Field of Interest Fund or Donor-Advised Fund.
Want to encourage or support better education for our youth ... Scholarship Fund.
Want to meet the emerging needs in our community ... Unrestricted Fund.
Want to make a charitable donation as part of your estate planning ... Donor-Advised Fund, Donor-Designated Fund or Future Fund.
Want to support the work of our community foundation ... Sustainability Fund or Supporting Foundation.
Are a nonprofit agency ... Agency Endowment, Donor-Advised Fund, Donor-Designated Fund or Field of Interest Fund.
Are considering establishing a private foundation ... Donor-Advised Fund or a Supporting Foundation.

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