New Fund Questions

You can use this form to begin exploring a new donor-designed fund without making a trip to our office - although that's welcome, too!

  • Select one type of donor-designed fund
  • Endowed = principle is held in perpetuity and not spent; grants are made from income; Distribution Policy is currently 4% of a 3-year rolling average.Non-Endowed = income and principle can be granted down to zero.
  • Select a name for your fund. It can be a family name or something anonymous such as "Apple Tree Fund."
  • An issue such as "music" or "education" or a town name where the grantmaking will focus.
  • Please enter a number greater than or equal to 1.
  • Anonymous fund names are possible but we need to know the name of the donor(s) - which will be kept confidential upon request.
  • Do you want us to partner with your attorney, accountant, wealth manager, or other professional advisor? If so, please list them here.
  • Do you want someone to recommend grants from this fund after your lifetime? If so, please list them here. Successors can include spouse, children, grandchildren, organization, or committee - depending on the situation.
  • Street, City, State, Zip
  • This field is for validation purposes and should be left unchanged.