Getting Started
Opening a donor advised fund is simple! Our team will meet with you to walk through your charitable goals and help you establish a fund to accomplish them – all in just a few simple steps.
1. Complete a Fund Agreement
Complete a fund agreement to establish your fund, name it, specify fund advisors, and outline your charitable intentions. CFCG staff can help you complete a new fund agreement, or you can use the template below.
SEE OUR FUND AGREEMENT TEMPLATE2. Make a Gift
Contribute cash, stock, real estate or a variety of assets to create your fund now or in the future through a planned gift. Gifts are tax-deductible in the year you make your gift. CFCG does not have a minimum gift amount to establish a fund, but our administrative fee decreases as the size of the fund increases.
SEE OUR FEE SCHEDULE3. Support your Favorite Nonprofits
When you are ready, you can make grant recommendations from your fund to your favorite charitable organizations and projects. Our expert staff can also help you learn more about impactful projects and programs in our area.
Let us help you get started
Contact Julia Wood, VP of Development & Donor Services via e-mail or by phone at 478-750-9338.