Start Your Own Fund

About You
Name*
First Middle Last
STAR INDICATES REQUIRED FIELD
I represent (check all that apply):
- Myself
- Family
- Business
- Nonprofit Organization
- Client
Address
Street Address Address Line 2 City State ZIP Code
Primary phone number*
STAR INDICATES REQUIRED FIELD
Alternate phone number
Email
The best way to contact me is:*
- Primary phone number
- Alternate phone number
- Email
STAR INDICATES REQUIRED FIELD
Profession
Business name
Business address
Street Address Address Line 2 City State ZIP Code
My charitable interests are (check all that apply):
- My community
- My faith organization
- Animals
- Arts and culture
- Education
- Environment
- Food insecurity
- Health
- Homelessness
- Senior citizens
- Veterans
- Youth
- Unsure
- Other
If you checked "Other," please specify.
My priority is to (check all that apply):
- Solve specific, current, critical needs
- Help the largest number of people possible
- Make a significant difference in the lives of a few
- Support operations of specific nonprofit organizations
- Support a new or existing nonprofit program
- Unsure
- Other
If you checked "Other," please specify.
About Your Fund
Proposed Fund Name:
Charitable Purpose:
Type of Fund: (Please see the "Types of Funds" page of this website for more information. You can find it under the "About the Foundation" tab at the top of the screen.)
- Acorn Fund
- Unrestricted Fund
- Field of Interest Fund
- Designated Fund
- Donor Advised Fund
- Unsure
I want my fund to be (select all that apply):
- Endowed: This Fund is permanent and will make grants forever.
- Quasi-endowed: This Fund may include the principal investment but continue to make grants forever.
- Multi-generational: This Fund's advisory right will pass down to multiple generations.
- Unsure
Will this Fund be anonymous?
- Yes
- No
- Unsure
Your Intentions:
I plan to make my initial gift:
- Immediately with cash
- Through my estate planning
- Through a sale of appreciated assets
- Unsure
My initial gift will be:
- $500-$1500
- $1501-$50,000
- $50,001-$100,000
- $100,001-$500,000
- $500,001-$1 million
- More than $1 million
- Call me to discuss
I wish my Fund's assets to be invested:
- By the Community Foundation's approved investment managers
- By my outside investment manager according to the Community Foundation's approved investment policy statement (for gifts of more than $250,000 only)
Legal and Financial Advisors
We will only contact your Legal and/or Financial Advisors with your permission.
Advisor 1 Name:
Type of Advisor (check one):
- Attorney
- CPA
- Financial Planner
Name of Firm:
Address
Street Address Address Line 2 City State ZIP Code
Phone Number
Email Address
Advisor 2 Name:
Type of Advisor (check one):
- Attorney
- CPA
- Financial Planner
Name of Firm:
Address
Street Address Address Line 2 City State ZIP Code
Phone Number
Email Address
Please let us know if you have any additional comments or questions.

ECCFWI

Start Your Own Fund

Starting a charitable fund at ECCF is fast and easy.

Personalize Your Fund

About You

About Your Fund

Your Intentions:

Legal and Financial Advisors