Create a Fund
Using the Foundation’s standard fund agreement as a starting point, you can create a fund in a single visit. In consultation with Rose Meissner, Community Foundation president, you’ll modify the agreement to reflect how you want the fund named, your charitable intentions, the extent of involvement you desire in the grantmaking process, and any other issues that are important to you. A minimum fund commitment of $10,000 is required ($25,000 for scholarships or agency endowments), contributed at once or over a period of time.
The Community Foundation can work with you and your financial advisors to suggest tax-effective gift opportunities that can help you maximize the power of your gift and reduce its cost.
Another reason to choose the Community Foundation of St. Joseph County for your charitable giving is our Fee Policy. Because of the Leighton Endowment for the Advancement of Philanthropy—created by local businessman and philanthropist Judd Leighton—we’re able to waive the administrative fees that foundations normally assess. That means each dollar contributed to Foundation endowed funds goes to support the causes chosen by you—not the costs of fund administration.
Through the process of creating a fund, you’ll begin building your own legacy for our community.
To start the process: Contact Rose Meissner, President of the Foundation at (574) 232-0041. Working with you and, if you wish, your attorney or financial advisor, Rose will answer any questions you have and help you with the process of establishing the type of fund that best suits your philanthropic intentions.
Below, you’ll find our fund-specific policies and Sample Donor Agreement language for the Community Foundation’s types of funds.
Field of Interest Fund
- Designated Endowment Fund Policy
- Sample Agreement for a Designated Endowment Fund Policy
- Community Foundation Organizational Endowment Funds