Create A Fund

Shape your world –
now, and for the future.

Investing in charity is our focus and helping you create your legacy is of primary importance to us.

Our donor-advised funds are versatile, durable and as unique as the donors who create them. Each is initially established on an amount as small as $10,000 (our minimum) to as large as a donor may wish to make it. Their growth in size, however, no matter the initial start-up amount, is limitless!

You can start a fund with cash, stock, property/real estate, or IRA rollovers, and can also create a number of planned giving [Link to Give To A Fund > Planned Giving] options such as bequests, Charitable Remainder Trusts, or Charitable Gift Annuities. The options are numerous.

If you are looking for great reasons to give, here are just a few:

  • Giving to the Community Foundation is the best and easiest way to put a multi-year or lifetime plan for philanthropy into place
  • You’ll obtain the advantages of charitable trusts in combination with the many types of charitable funds available at the Foundation
  • You’ll receive the maximum tax deduction allowed by law on contributions — giving at the end of the year is the best way to get the most tax savings for your contribution

Interested in creating your fund today?
Read through our unique types of funds, then call us.

We would be glad to discuss your charitable goals to achieve your philanthropic and tax planning objectives. Contact us at (818) 241-8040.

Naming your fund is a lot of fun! Your fund’s name can be as general as the Montrose Search & Rescue Endowment Fund or as family-proud as the Linda Weeshoff Memorial Character and Ethics Fund.
Feel free to think about what you want your fund to contribute toward and what it should be called. We are happy to work with you to build a fund you are excited about.