How to Set Up a Fund

The Community Foundation exists to help caring people like you give back to the causes and community you care about most. We make giving easy and effective and can establish your fund in five simple steps:

1
How to set up a fund

What's Your Passion?

Do you want to support education, health, or the arts? We’ll help define the purpose of your fund.

2
How to set up a fund

Choose When To Give

Establish your fund now or defer your gift through a will or planned giving. We’ll work with you or your advisor to achieve your charitable goals.

3
How to set up a fund

Choose What To Give

You can donate cash, stocks, property, bequests, or other assets.

4
How to set up a fund

Choose A Type Of Fund

We offer fund options to meet your goals, including those for specific charities, focus areas, scholarships, community needs, or with donor input. Each offers varying levels of involvement and flexibility.

5
How to set up a fund

Establish Your Legacy

We’ll guide you through the paperwork and explain the policies. Finalize your gift and confirm your lasting impact on the community. Our team is here to ensure a smooth process.

Contact Us

Have questions or ready to get started? Contact us today to begin your journey toward establishing a meaningful legacy in Monroe County.

Stay Connected

Learn more about how we’re building a stronger Monroe County community, from a solid foundation. Sign up for our newsletter to stay informed about our work and how you can get involved.