Getting Started

Decide what you would like to give.

Contributions can be made with cash, securities, real estate, and more.

Select the name of your fund.

A fund can be set up in your name, the name of your family or business or in honor of a person or an organization.

Complete and sign the simple document to create your fund.

A signed and completed form is necessary for any type of fund. 

1. Think through your charitable and financial goals

What type of impact do you want to make in the community? Can you take advantage of tax benefits through your giving plan? Do you have a favorite cause you want to support? 

2. Determine what type of fund is best

Based on your goals and timeline, decide what type of fund works best. Click Fund Options to learn more about the different type of funds we offer. Don’t know what works best? Call us and we can help.

How you can give

When?  During your lifetime or in your will

Why?  To honor a special person, to memorialize a loved one, to gain a tax deduction, or to leave a legacy

How much?  Any gift is appreciated, and you can open a new named fund for $10,000

What assets?  Cash, stock, bonds, property, insurance and more

Who?  Anyone who cares about the future of our community

Check with your own professional advisors as to how a gift would fit in with your tax and estate plans.