

TYPES OF FUNDS
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.
- 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?
- 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.
Available options will be driven by decisions made in steps 1 and 2.
Do you want to:
- Create a fund during your lifetime?
- Create a fund through your will or trust?
Options include:
- Cash equivalents
- Publicly-traded and privately-held securities
- Real estate
- Life insurance policies
- Retirement account assets
- 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?
- 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.
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.

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