Start a Fund

Information to Get You Started

Please read through the following information, then email or call (707)442-2993 to get started.

Things we need to know:

  • If you would like the fund to be endowed or expendable

We offer a wide selection of funds. Funds can be established during your lifetime, or through a will or trust with a bequest gift.  With your charitable goals in mind we will compose a fund agreement that will provide the Foundation with specific direction so that we can administer the fund as the years go by. We are also happy to help with language for creation of a fund through your will or living trust. All donors and funds may choose to remain anonymous.

Frequently Asked Questions

When can a fund be established?

Funds can be established during your lifetime, with a current gift, or through a will or trust with a bequest gift. Donors who start funds during their lifetime often add to their fund during their lifetime and/or through their will or living trust. Our staff can help you with language for your will or trust if that is of interest to you. All donors and funds may choose to remain anonymous.

What do I need to consider when establishing a fund?

We will help you decide the type of fund that best serves the work or programs you would like to support with your fund.

Is there a minimum amount to start a fund?

A donor may create a new fund with a gift in any amount, however the Foundation asks the donor to increase the balance for an endowed fund to a minimum of $10,000 within five years. For funds less than 10,000 the minimum annual fee is $175.

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363 Indianola Road, Bayside, CA 95524   (707) 442-2993   M-F 8:30am to 5pm   Email Us   Enews Sign Up