|Open a Fund||Description|
Make your charitable giving easier by making grants to your favorite nonprofits from one fund.
A small group of like-minded people pool their contributions towards a common charitable purpose.
Choose your level of participation with a donor involved or community foundation managed scholarship fund.
Offers a great way to turn memorial gifts into a lasting legacy in your loved one's name.
Establishing an Advised Fund (PDF Packet)
All the forms needed to establish a donor advised, committee advised, scholarship or memorial fund.
Support your favorite charitable organization in perpetuity or over a set number of years.
Create a resource to support the causes you care about deeply.
Support the communities within Santa Clara and San Mateo counties in perpetuity and leave a lasting legacy.
Establishing a Non-Advised Fund (PDF Packet)
All the forms needed to establish a designated, field of interest or named endowed fund.
Creating a Corporate Advised Fund
Contains all of the information and forms needed to establish a corporate advised fund.
Employee Engagement Fund Set-up (PDF)
Creating a Nonprofit Fund
Contains all of the information and forms needed to establish a nonprofit fund.
A charitable gift annuity is a simple contract between a donor and the community foundation
One Life (PDF)
Two Consecutive Lives (PDF)
Two Lives, Joint and Survivor (PDF)
One signed agreement is all that is needed to establish a charitable gift annuity. There are three types of charitable gift annuity contracts for both immediate and deferred annuities, based on the annuitant(s). Please contact us for more details.
Disclosure Statement (PDF)
Important policies associated with establishing and maintaining a charitable gift annuity with the community foundation.
The community foundation accepts many types of gifts including cash, credit cards, public, private and restricted stock, and even real estate.
Please review the Gift Transfer Instructions (PDF) or contact firstname.lastname@example.org for more details.
Support Services and Fees (PDF)
Schedule of fees and minimums for a majority of our funds.
Corporate Support Services and Fees (PDF)
Schedule of fees and minimums for a our Corporate Advised Funds.
Investment Committee (PDF)
Comprised of our current board members and community volunteers with deep investment and business expertise, the investment committee sets our investment policy and monitors performance.
Investment Allocation and Options Information (PDF)
A form for fund advisors to update their investment allocation once per year. Also includes a detailed description of the expertly managed investment pools available to your fund and used as a guide while completing the Investment Allocation form found in the establishing fund packets above.
For in-depth information about the community foundation's investment strategy and options, refer to our investment philosophy and investment options page.
|Individually Managed Funds|
Individually Managed Fund Agreement (PDF)
For donors with more than $1 million in assets, we offer you the opportunity to recommend an investment advisor to manage the fund and ensure its growth. Learn more about Individually Managed Funds (IMFs).