a fund at the Shenandoah Community Foundation is quick and easy. It can
be done by you on behalf of your client, or you may refer your client
to us directly.
Your client will receive a tax deduction at
the time the fund is established and when additional contributions are
made to the fund.
Identify your client’s charitable purpose(s) or intent(s). This can
range from highly specific – for example, an alma mater – to a field of
interest such as “children’s welfare” or “family abuse prevention” – to
general and unrestricted in scope, such as “general charitable
the type of fund that best fulfills that purpose or intent. Consult
the Types of Funds
section of this
website for details.
with the Foundation to fine tune a simple fund memorandum of
understanding. Our staff and board will help you to complete this
official document that makes your clients' intentions clear.
the fund. Fund names may take virtually any form – the donor’s name or
family name, a cause-related name, or something else
Donors also may choose to remain anonymous. Depending on the
of fund established, your client may designate current fund advisors,
such as him/herself, and successor advisors such as his/her children.
This information will be included in the governing document (memorandum
the fund by making an establishing gift. See the “For Donors
section of this website for details.
the fund is established
, your client can:
to the fund at any time, in any dollar amount.
Specify how grant disbursements should be acknowledged.
may make a grant using their fund’s name or they may remain anonymous.
grants to any nonprofit organization across the United States.