Create a Fund

Four Simple Steps

With four simple steps you can join hundreds of others who have created funds at the Foundation.

1.  Define your charitable goals. Decide if you want family members involved, both now and/or in the future. Consider how much involvement you want in selecting the charitable organizations that will receive grants from your fund. Think about how much you want to give in charitable contributions each year.

2.  Contact a Philanthropic Services Officer at the Foundation, 419.241.5049 or Bridget@toledocf.org or Kris@toledocf.org, to discuss the fund option or options that best suit your interests and needs. We can create a personalized plan, including the appropriate legal and other documentation, which makes giving simple and relevant.

3.  Determine which asset or giving vehicle (described on Gift Option page) you will use to start your fund. Evaluate the options of lifetime assets versus planned giving assets – or a combination of the two.

4.  Select a name for your fund. Many donors choose a family name or a name that honors or memorializes a loved one. Perhaps the company name. You choose.

Click here for complete discussion of creating a fund with the Toledo Community Foundation.

What type of fund can one create in the Center for Corporate and Business Philanthropy?  Click here to review Fund Types.

What type of gift options can one use to create a fund in the Center for Corporate and Business Philanthropy?  Click here to review Gift Options.

Already have a fund and you would like to make a gift – go to Give Today with this click.

If you would like more information on the charitable giving options available through the Foundation, contact Bridget Holt or Kris Theisen, Philanthropic Services Officers at 419.241.5049.