Establishing a charitable endowment fund is just the beginning of a meaningful and lasting journey. Once your fund is created, you’ll have the opportunity to shape how your generosity supports the causes you care about—today and for generations to come. The process is simple, guided, and flexible, allowing you to partner with us every step of the way while also engaging your family, advisors, and community in building something that truly makes a difference. Here’s what you can expect as you move forward.
What happens after establishing a charitable endowment fund with the Community Foundation?
1
Start with a conversation. Talk through your philanthropic goals with your family and your legal or tax advisors—this is where your vision begins to take shape.
2
Decide what feels right for you—how much you’d like to give and the way you’d like to give it.
3
Decide what feels right for you—how much you’d like to give and the way you’d like to give it.
4
Give us a call at 765-662-0065. We’ll take it from there—preparing your fund agreement and sending you two (2) copies to review.
5
Take your time reviewing the agreement with your family and trusted advisors. When you’re ready, sign both copies, return one to us, and keep one for your records.
6
Make your first gift to bring your fund to life. From here, your generosity begins working right here in Grant County—and you can invite others to be part of that impact, too.
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Check out your custom Donor Marketplace page, where your story is shared and others can easily join you in giving.
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Log in to the Fund Portal anytime to see your fund in action—track gifts, grants, fund statements, and the growing impact you’re making.
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Keep the momentum going. Add to your fund over time and watch your generosity grow into lasting support for the causes you care about—year after year.
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Celebrate the difference you’re making. Your fund becomes part of something bigger—connecting people who care with causes that matter, today and for generations to come. And we’ll be right here with you, every step of the way.