One of the primary goals of the Community Foundation of West Alabama is to make supporting the community through giving as easy and as effective as possible. Before creating a fund, we recommend that you consult with your professional advisor and decide what types of funds you would like to create and through what financial vehicles you would like to give. Any of the staff or board members of the Community Foundation will be happy to discuss these options with you.
Once you have decided on how you would like to give, setting up a fund requires that you complete a basic agreement available through our office. The following agreements are commonly used:
Advised Fund Agreement
Field of Interest Fund Agreement
Agency Fund Agreement
Endowment Fund Agreement
Attached below are the guidelines for Advised Fund Agreements and Endowment Fund Agreements.
Click here for Advised Fund Agreement Guidelines: Advised Fund Guidelines
Click here for Endowment Fund Agreement Guidelines: Endowment Fund Guidelines
Please contact us concerning any questions you might have about creating a fund.