Create a Fund
Whether you’ve called Mississippi your home for generations or you’re just beginning to put down roots, your desire to give back connects you to something larger than yourself.
At CREATE Foundation, we’re here to help you transform that desire into lasting impact. We make your giving experience easy, meaningful, and deeply personal, whether it’s making a one time gift, establishing a fund, or planning your charitable legacy.
Our team works closely with individuals, families, and businesses to design a giving approach that reflects what matters most to you. Your goals, your values, and the change you hope to create are all priorities to us when making a giving plan. With flexible options and expert guidance, we can help you shape a fund that grows with you and strengthens the community you love.
Why create a fund with us?
- Ease & Flexibility
We simplify every step of the process. From choosing the type of fund to selecting what and how you give, our staff makes it straightforward to begin and sustain. - Local Impact
Every fund established through CREATE Foundation stays rooted in community. Your investment supports and strengthens Northeast Mississippi, today and for generations to come. - Experience You Can Trust
With decades of knowledge in community philanthropy, CREATE provides the tools, insights, and stewardship needed to turn your charitable interests into meaningful impact. - Personal Support
You will work directly with professionals who know Mississippi, understand local needs, and care about helping your generosity go further.
- Ways to Start or Contribute to a Fund
- Check or credit card
- IRA rollover
- Real estate or personal property
- Life insurance
- Retirement assets
- Appreciated stock
- Bequest or planned gift
- Charitable trusts and gift annuities
- Business interests
Types of funds:
An endowment is a permanent fund of support for a specific purpose. The principal of your gift is invested, allowing you to build a strong foundation for your area of interest. Annual investment earnings of the endowment support the specified purpose.
AgreementDonor advised funds are a simple, effective tool for making charitable donations. You simply establish the fund, then make contributions and grant recommendations at your convenience.
Agreement Learn moreCREATE’s scholarship funds provide a way to give deserving students the opportunity to further their education. Funds may support students who are pursuing a particular field of study or graduated from a specific county or school.
Pass-Through Agreement Endowment AgreementCREATE’s special project funds allow community groups to carry out their charitable services while awaiting 501(c) 3 IRS designation . CREATE serves as a fiscal agent allowing the group to operate as a non-profit under the auspices of the foundation for up to three years.
applicationMcLean Legacy Society
The McLean Legacy Society honors individuals who have chosen to leave a lasting impact on their community through an estate gift. Whether through a bequest, trust, life insurance policy, or retirement plan, these donors are creating a legacy that will strengthen the places and the people they care about most, while contributing to a vibrant future for Northeast Mississippi.
The McLean Society allows CREATE to recognize and celebrate these generous commitments today, ensuring donors know the impact of their gifts will be remembered and appreciated.
If you have included CREATE in your estate plans, we invite you to notify us so we can honor your generosity through the McLean Society. If you are considering an estate gift, we would welcome an opportunity to help you explore the meaningful ways to support the causes you care about for generations to come.
McLean Legacy Society Members
- Anonymous (4)
- Ann Ballard
- John and Frances Burt
- Tom and Carol Byrne
- Dr. and Mrs. Douglas E. Clark, Jr.
- Mike and Julie Clayborne
- LTS and Mrs. Jack Dalton
- Jan Elizabeth Eastman
- Clinton H. Graves, Jr.
- Melissa Harrison
- John and Janet Matthews
- Barbara and Chester McKee
- J. Mark Merritt
- Ann B. Mitchell
- Mr. and Mrs. Jack R. Reed, Sr.
- Mr. and Mrs. David P. Rumbarger, Jr.
- Michael H. Sadler
- Anne J. Stephens
- Sara A. Stephens
- Nellah F. Taylor
- Dennis and Susan Tosh
- Heywood Washburn
- Charles E. Weatherly
- Ellen R. Weatherly
- Graham and Martha F. Wells
- Sandy and Rosemary Williams
- Penny Young
Options for Creating a Legacy
A bequest in your will or trust
This is an easy way to fund your charitable goals. You can create a new endowment or add to a fund already in existence. You can leave a specific amount, a percentage of your estate or what remains after other obligations have been satisfied.
Retirement plan donations
Naming the CREATE Foundation as a beneficiary of your IRA, 401k or 403b retirement plan is a simple way to fund your charitable wishes and may minimize tax implications to your heirs.
Life insurance
You also can name the CREATE Foundation as a beneficiary of your life insurance policy or gift the policy and likely receive an immediate tax deduction. Policy proceeds can establish a fund that meets your charitable wishes.
Charitable trusts and gift annuities
Several giving vehicles allow you to provide both income and charitable support with favorable tax advantages. Please contact us to learn more about Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts or other trusts and annuities.
