START A FUND

Ready to Make a Difference? You’re in the Right Place.

Thank you for considering us as your philanthropic partner and advisor. If you’d like to explore opening a Jefferson Community Foundation Fund to foster quality of life in Jefferson County, here’s how to get started.

First, get the information you need. We truly enjoy talking to prospective donors and answering every question you may have—without the uncomfortable sales pitch. If an in-person or over-the-phone conversation appeals to you, give us a call or stop by our office. We’ll answer your questions and talk about your charitable goals, personal values, and financial considerations.

Next, we help create your giving plan. We recommend giving vehicles that will achieve your specific philanthropic goals and match your preferences on a range of issues such as level of involvement, disbursement timing, and tax reporting. Click here learn more about the types of funds we offer. Whether starting a Giving Circle or your own family foundation, we can help you create and administer your giving program in the quickest, cheapest, and most effective way possible. If you don’t see something you like, let us know! We’ll work to find a unique solution for you.

To start a fund:

  1. After consulting with your tax advisor, contact us to decide on your fund type and receive the Fund Agreement form. This form is a legal document that specifies your wishes with regard to the fund name, terms of distribution, and successor advisors in the context of the foundation’s established policies.
  2. Once complete, you submit the form to the foundation and make the appropriate gift(s) to establish the fund’s value.
  3. Following the acceptance of the gift, the foundation returns copies of the signed agreement to the donor along with a welcome packet containing more information about how you make grant recommendations and review ongoing account activity.
    The new fund is typically eligible for making outgoing grants within 1-2 weeks of the foundation’s receipt of the original gift and signed agreement.
  4. Then we celebrate and nurture our collaboration. When you work with JCF, you become our partner in community building. We keep you informed about your assets and the positive impact your gifts make in our community. We invite you to join us at events to meet other Island philanthropists and community leaders. We share timely and topical news alerts in your preferred format, whether e-mail, Facebook, phone, or meetings. Our services are responsive, respectful, innovative, and inspiring.

We look forward to building a lasting relationship with you. Please stop by our office or call us at 360-385-1729.