You may contribute to an existing fund or establish your own unique fund based on your personal charitable goals.
To give to an existing fund:
You may make a contribution with a check, credit card, stocks, or other assets. You may also make a contribution online here on our website.
To establish your own fund:
The Community Foundation establishes a special fund in your name, in the name of your family or business, or in honor or memory of any person or organization you choose. You receive tax benefits in the year your gift is received. You may make contributions of cash, appreciated stocks, real estate, or other tangible assets.
Your fund can be established as an endowment that will generate grants or scholarships in perpetuity, or as a non-permanent, donor-advised gift enabling you to make contributions as often as you like.
Endowment funds are carefully invested in a diverse portfolio of stocks and bonds to generate earnings that will be a permanent source of community capital, helping to continue your good work forever.
Non-permanent, donor-advised funds are invested in more easily liquidated investments so the funds are available when you are ready to suggest contributions. You can recommend an area or organization you’d like your gift to support, or rely on The Community Foundation’s experienced staff to assist by making recommendations to help address the areas of greatest need in your community.
With the approval of our full Board of Directors, we issue grants and scholarships in your name—or, if you prefer, grants and scholarships can be made anonymously.
Create Your Fund
Establishing a fund with the Community Foundation of Cleveland and Bradley County is a simple, personalized process.
We make it easy for your charitable dreams to become a reality, so you can support the causes closest to your heart – comfortably, conveniently, and cost-effectively.
Follow these easy steps, and in a matter of minutes, your fund is created
- Think about the charitable causes important to you. Funds at The Community Foundation support the broadest range of charitable needs, so whatever your idea, bring it to the table.
- Review our Types of Funds. It only takes an initial gift of $5,000 to establish a fund.
- Decide how and when you want to give. You can start a fund with cash, securities, real estate, and more, or create a deferred gift using a vehicle such as a trust, insurance policy or IRA. Feel free to consult your professional advisor or accountant for information about tax advantages.
- After discussing your goals and options, we will draft the fund document (a simple agreement outlining the charitable goals of your fund and our policies). Once the document is signed and we have received your charitable gift, your fund is established!
To start a conversation please contact us at 423-599-5880 or email Cathy Barrett, President at firstname.lastname@example.org