Setting Up a Fund

It is easy to establish a named grantmaking fund and the task can be often completed in less than a day.

• First, decide what type of contribution you would like to use to establish the fund.
• Select a name for the fund. You can use your own name, the name of a family member or one you invent.
• Designate current fund advisors such as you, your spouse, and successor advisors such as children.
• Complete and sign a simple governing document that we will provide.

Once a grantmaking fund is established, you may:

• Add to the fund at any time in any dollar amount.
• Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
• If a donor advised fund has been established, the donor may recommend distributions from their fund to charities, locally or throughout the United States.