Establishing a fund at TPF is an easy, effective way to invest in your community. Focus on specific issues, or organizations, or create a fund with a flexible purpose.

TYPES OF FUNDS

We have many fund types for you to choose from, depending on your charitable goals and level of giving.

EACH OF THESE FUNDS CAN BE ESTABLISHED AS A MEMORIAL FUND TO HONOR THE MEMORY OF A LOVED ONE. LEARN MORE.

HOW A GIFT BECOMES A FUND

What will happen when you get in touch with us?
We’ll walk you through a few simple steps and get your charitable fund started right away.
Explore each step below.

STEP 1 Define your charitable and financial objectives.
  • What's your passion?
  • What do you envision for your community?
  • What level of tax benefit do you seek?
  • Would you like to involve the next generation of your family?
STEP 2 Determine the fund's giving strategy.
  • To support the broadest range of community needs.
  • To support a variety of organizations within a particular field, for example: music education, the environment, or animal welfare.
  • To support various organizations, at your recommendation.
  • To benefit one or more specific charitable organizations.
  • To support students seeking higher education through scholarships.
STEP 3 Choose a type of fund.

Available options will be driven by decisions made in steps 1 and 2.

STEP 4 Determine the timing and amount of your gift.

Do you want to:

  • Create a fund during your lifetime?
  • Create a fund through your will or trust?

► Learn more about Myths about Estate Planning.

STEP 5 Determine what assets to contribute.

Options include:

  • Cash equivalents
  • Publicly-traded and privately-held securities
  • Real estate
  • Life insurance policies
  • Retirement account assets

► Learn more about assets we accept.

STEP 6 Consider your income needs.
  • Are you interested in making a charitable gift and receiving income for the remainder of your lifetime?
  • Are you interested in making a charitable gift now, but preserving some wealth for your heirs after your lifetime?
STEP 7 Name the fund.
  • Funds can be named for you, your family or to memorialize a loved one.
  • Or, you may choose anonymity and select a name that reflects your charitable intent.
STEP 8 Sign the fund agreement.

You'll work with our professional staff to complete and sign your fund agreement. Once complete, we can accept your initial contribution and you can begin making grant recommendations.

ADMINISTRATIVE FEES

TPF offers a carefully-designed fee schedule that is both cost effective and competitive, while supporting our ability to provide high-quality services to our fundholders.

View Our Fees

CONNECT WITH US

Pınar Özyürek

She/Her
Director of Philanthropy

MEET OUR DONORS

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