How to Establish a Fund

We Can Help you Leave a Charitable Legacy

It is easy to establish a charitable fund at Richland County Foundation to meet you’re your specific interests, both now and in the future. Members of our staff will walk through the following steps with you:

1. Determine your charitable interests and intent.
2. Select the type of fund that best meets your purpose. When you choose to establish an endowed fund your original gift remains intact and is invested for long-term growth. A portion of the earnings, as defined by the spending policy can be granted to public charities.
3. Select the name of your fund. You may use your name or the name of a family member, a name representing your favorite cause, as a memorial, or a name that allows you to be anonymous.
4. Decide on a timeline for giving. Funds can be established immediately or as a deferred gift or bequest through your will.
5. Review the many types of contributions available to make an initial gift. You can contribute cash, marketable securities, or other marketable assets. Charitable IRA’s are an especially tax effective type of gift.

Please call Doug Freer at 419.525.3020, for more information on how to establish a fund at Richland County Foundation. Or contact him by Email