Donors/Advisors

Establishing your own named charitable fund does not require great wealth and it isn’t complicated.

You can:

  • Provide ongoing support to your favorite organizations.
  • Choose different nonprofit organizations each year during your lifetime.
  • Make your own choices! Take advantage of our staff’s expertise to help you address the community’s most pressing challenges.
  • Distribute gifts during your lifetime or leave a lasting legacy – or both!

We are here to help with all aspects of your charitable giving. If you have any questions about becoming a donor that have not been answered in this section, please Contact Us for more information.

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Donor Bill of Rights

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Sample Donor Advised Fund

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Sample Designated Endowment Form

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Sample Field of Interest Endowment Form