CREATING A FUND

Information to Get the Conversation Started

Please read through the following information, then email or call (707) 465-1238 to get started.

Things we need to know:

• If your client would like the fund to be endowed or expendable
• Which type of fund your client would like: Unrestricted, Designated,Donor Advised, Field of Interest,Scholarship, or Organizational
• The name of fund, i.e. The Wilson Family Fund

We offer a wide selection of funds. Funds can be established during your lifetime, or through a will or trust with a bequest gift. With your clients charitable goals in mind we will compose a fund agreement that will provide the Foundation with specific direction so that we can administer the fund as the years go by. We are also happy to help with language for creation of a fund through your clients will or living trust. All donors and funds may choose to remain anonymous.