Start a Fund

Establishing a charitable fund at the Foundation is fast and easy. In most cases, you can start one in as little as a day.

As a single source of information about the needs of the community, we know the organizations that can most effectively meet those needs, and where charitable contributions can have the greatest impact, while also giving you the most tax advantages. We provide you with benefits that are typically provided by commercial gift funds, like a diverse investment portfolio and low investment fees, but with the personalized service unique to a community foundation.

The questions below can help us prepare a customized draft fund agreement for you (or your client) to review. Once we receive this information, one of our staff members will contact you to set up a time to discuss your charitable plans.

Prefer to speak to someone immediately? We’d love to talk with you about your dreams and goals, and create a plan that matches your charitable purpose and financial situation. Contact our Director of Operations, Mary Crowley at 508.647.2260 or via email. She is happy to meet with you in person at your convenience to help you start your charitable fund.

  • I represent (check all that apply)

  • (Note: The name of your fund can help you stay anonymous or can be named after you or your family or the organization you want to support.)