Types of Funds

Donor Advised Funds

By selecting a Donor Advised Fund, you choose a specific nonprofit organization or charity to support – such as your church, a historical society, a cancer fund, or a youth organization – they will be the recipient of your annual grant dollars. For many, a Donor Advised Fund serves as their family foundation.

Designated Funds

By establishing a Designated Fund, you participate in the grant-making process by recommending charitable projects or specific organizations you wish to fund annually, allowing you to support different causes at different times. By endowing a Designated Fund, you provide a permanent source of support for your preferred nonprofit which achieves long-term sustainability.

Organization Funds

By establishing an Organizational fund, you help and support individual nonprofits to become sustainable.

Field of Interest Funds

Is there is an area of interest that you care about and is dear to your heart, such as arts and culture, children and family, the environment or other issues, by establishing a Field of Interest Fund, you can design your fund to provide grants to advance your favorite cause, rather than a specific organization.

Scholarship Funds

Scholarship funding turns dreams of higher education into reality for deserving students through establishing a scholarship in your name, the name of a loved one, or a group, such as your high school graduating class. You set the requirement criteria.