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.

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.