Type of fund

How it works

Minimum start-up donation

Assets you can donate

Donor
Advised Fund

A donor advised fund will make your charitable giving easier and more rewarding. You make a donation to create the fund and receive an immediate tax deduction. Over time, you recommend grants to the charitable causes you value most. We handle the due diligence, issue the checks and provide staff assistance through a range of donor services.

$10,000

Cash, public stock, restricted stock, real estate, limited partnerships, tax deferred savings plans, private foundation payouts or dissolutions, and more.

Corporate Advised Fund

Simplify charitable giving at your corporation or business. With a corporate advised fund, your company recommends grants to charitable causes, while we handle the due diligence, issue the checks and provide staff assistance through a range of corporate services.

$25,000

Cash, public stock, restricted stock, real estate, limited partnerships and more.

Committee Fund

A fund created by a group of people who pool their contributions towards a common purpose and work together to make recommendations on its distributions to the community.

$10,000

Cash, public stock, restricted stock, real estate, limited partnerships and more.

Community Endowment Fund

Creating a community endowment fund is a way to support our community in perpetuity and leave a personal legacy. You can rely on the community foundation’s expert staff to research and direct support to the most critical community needs.

$10,000 or more

$50,000 allows you to name a permanent fund

All of the above or through your will, trust or estate plan.

Field of Interest Fund

A field of interest fund creates a resource to support the causes you care about – such as the arts, education, health and human services or the environment – in perpetuity. Our expert staff researches and directs support to the best nonprofit organizations providing innovative solutions to serve our community within your assigned interest area for a set period of time or in perpetuity

$10,000

All of the above or through your will, trust or estate plan.

Designated Fund

A designated fund can support a specific charity for a set period of time or in perpetuity, depending on your preference and level of investment.

$10,000

All of the above or through your will, trust or estate plan.

Scholarship Fund: Foundation Managed

Scholarships provide essential support to Bay Area students. With a foundation managed scholarship fund, we administer the entire process, from creating and distributing applications to the disbursement of funds.

$250,000

All of the above, or through your will, trust or estate plan.

Scholarship Fund: Donor Involved

With a donor involved scholarship fund, the donor oversees an external selection committee that creates and distributes applications and selects recipients.

$50,000

Cash, public stock, restricted stock, real estate, limited partnerships, tax deferred savings plans, private foundation payouts or dissolutions, and more.

Supporting Organization

Supporting organizations are an option for those with complex philanthropic goals and the desire to create a corporate entity that will perpetuate the family legacy. A supporting organization’s grants and activities must fulfill and support the charitable purposes of the community foundation, yet it has its own board, investment policies, and charitable status with the IRS.

$10 million

All of the above, or through your will, trust or estate plan.

Nonprofit Endowment Fund

Nonprofit organizations and their supporters can establish a permanent endowment fund to support a charity in perpetuity.

$25,000

Cash, stock, real estate and more.

Nonprofit Investment Fund

Nonprofit organizations and their supporters can establish a cash reserve fund and utilize the community foundation’s investment expertise to manage their assets.

$100,000

Cash, stock, real estate and more.