Usually a donor prefers that the original contribution remains untouched.  Only the income of the Fund is used for charitable disbursement.  Our investment policy is conservative and is guided by sound practices utilizing solid investments. 
Grants are distributed according to your decisions of how and where they should be applied.

Decide what to give.
Almost any type of asset can be used to start your fund, such as cash, publicly traded securities, closely held stock, interests in limited partnerships, real estate, life insurance, tangible personal property and private foundation assets. We can also discuss other options with you, such as bequests, charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, pooled income funds, charitable gift annuities, and life income and deferred charitable
gift annuities.

Choose the name for your fund.
Most of our funds are named for the donor or the donor’s family or as a memorial to someone special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a name that reflects your fund’s charitable purposes
.
Choose a type of fund.
We offer a variety of funds that are flexible to meet our donor’s different charitable interests:
Donor-advised Funds allow you to recommend specific organizations to receive grants. Many families choose a donor-advised fund as an alternative to a private foundation.
Designated Funds allow you to support specific organizations while we make sure that grants to these groups remain relevant over time and responsive to changing circumstances.
Unrestricted Funds offer the broadest giving option, allowing grants to be made to wherever our professional staff determines our community’s needs are the greatest.
Field-of-interest Funds create grants that meet needs in a particular field or geographic area that is of interest to you.
Scholarship Funds help students pursue academic goals. You may define guidelines for candidacy, the advisory committee, the school and the award itself.
Organizational Endowment Funds are established by nonprofit organizations to provide income to them. We handle all administrative and investment responsibilities, freeing the organization to pursue its charitable mission.

Typical fund purposes.
Your funds purpose is any cause you think is important.  The application of revenues can be as varied as personal interests:

• Unrestricted Endowment – general Foundation operations, community betterment.
• Medical – research, facilities, general healthcare, child immunization.
• Education – scholarships for any field or endeavor.
• Bricks and Mortar – buildings, maintenance, general operations.
• Special Interest – community projects, charity support.
• Human Services – senior issues, child issues, handicap issues.
• Animal, Environmental – animal care and adoption, land use and protection.
• General Interest – any category of need as determined by you.