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Menu
  • Who We Are
    • About CREATE
    • Staff
    • Board of Directors
    • Philanthropic Legacy
      • Corporate Donor Advised Funds
      • Donor Advised Funds
      • Endowment Funds
      • Organization Endowments
      • Scholarships
      • Special Projects
    • Awards
      • McLean Award
      • James Hugh Ray Award
      • Jack Reed Sr. Award
    • Financials
      • Financial Information
      • Investments
      • Accreditations
    • Contact Us
  • The Commission
    • About
    • Regional Reports
    • Commission Members
    • State of the Region Meeting
  • Community Affiliates
  • Donors
    • How We Work With You
    • Create a Fund
    • Policies and Fees
    • Endow Mississippi
    • McLean Legacy Society
  • Advisors
    • How We Work With You
    • Advisor Resources
    • Planned Giving
    • Endow Mississippi
  • Toyota Wellspring Fund
    • About
    • Committee
    • Initiatives
      • Career Expo
      • Grants
      • Career Coaches
  • Youth-Scholarships
    • Youth Foundation
    • Scholarships

Policies & Fees

We value your trust in us to mange charitable investments in our community. We aim to make our policies and fees clear and transparent for our donors and the nonprofits and professional advisors who work with us.

Administrative Fee Schedule
Audit and Financial Statements 2020
Conflict of Interest
Credit Card Transaction Policy
Designated Endowment Fund Agreement
Document/Records Retention Policy
Donor Advised Fund Agreement
Donor Advised Fund Policy
Donor Bill of Rights
Donor Recommendation Form
Endowment Fund Policy
Gift Acceptance Policy
Investment Policy Statement
Privacy Policy
Whistleblower Policy

PHYSICAL ADDRESS
213 West Main Street
Tupelo, MS 38804

Phone: 662-844-8989

MAILING ADDRESS
P.O. Box 1053
Tupelo, MS 38802

Fax: 662-844-8149

PHYSICAL ADDRESS
213 West Main Street Tupelo, MS 38804

Phone: 662-844-8989

MAILING ADDRESS
P.O. Box 1053 Tupelo, MS 38802

Fax: 662-844-8149

Copyright © 2023 CREATE Foundation. All Rights Reserved.
Menu
  • Who We Are
    • About CREATE
    • Staff
    • Board of Directors
    • Philanthropic Legacy
      • Corporate Donor Advised Funds
      • Donor Advised Funds
      • Endowment Funds
      • Organization Endowments
      • Scholarships
      • Special Projects
    • Awards
      • McLean Award
      • James Hugh Ray Award
      • Jack Reed Sr. Award
    • Financials
      • Financial Information
      • Investments
      • Accreditations
    • Contact Us
  • The Commission
    • About
    • Regional Reports
    • Commission Members
    • State of the Region Meeting
  • Community Affiliates
  • Donors
    • How We Work With You
    • Create a Fund
    • Policies and Fees
    • Endow Mississippi
    • McLean Legacy Society
  • Advisors
    • How We Work With You
    • Advisor Resources
    • Planned Giving
    • Endow Mississippi
  • Toyota Wellspring Fund
    • About
    • Committee
    • Initiatives
      • Career Expo
      • Grants
      • Career Coaches
  • Youth-Scholarships
    • Youth Foundation
    • Scholarships
Menu
  • Planned Giving
  • Advisor Portal
  • Make a Donation
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