Starting a fund

/Starting a fund
Starting a fund2018-07-08T20:21:01+00:00

As easy as 1, 2, 3 …and 4

There are four simple steps to setting up your fund:

  1. Consider the best giving options for your specific objectives. There are a variety of differenttypes of funds at your Community Foundation. We can help you find the one that is right for you. 
  2. Determine the amount of your gift and the type of asset to donate. From gifts of securities to bequests and insurance, your Community Foundation can help.
  3. Name your fund. Is there an individual or family you would like to honour? The choice is yours.
  4. Sign the fund agreement. Your Community Foundation will take care of all the details and present you with a fund agreement for your review and signature(s).

We are here to help. We would love to hear from you.

Donations to the Community Foundation come in many sizes and with many different goals in mind. You can donate to an existing fund or create your own named fund. We are here to help you make a difference in a way that makes sense for you and your family.

While an endowment may sound complicated, that’s where we come in. We work with you to make your donation easy. From setting up your fund, to the local research and insight we provide, to ensuring grants from you fund go to qualifying charities, we are your partner in philanthropy. Right here in Cambridge and North Dumfries.

Contact us today.

Our Publications

We’re working hard to ensure that the needs of our community are met – today and tomorrow. We invite you to learn more about our organization and the donations caring neighbours like you entrust with us for this purpose by exploring our publications.