Starting a fund

It is easy to help your client establish a named charitable fund and the task can be completed in less than a day.

  • First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities or other property, which has been approved by the Foundation.
  • Select a name for the fund. Clients can use their own name, the name of a family member, a business or one they invent.
  • Select a fund type. If choosing a donor-advised fund, designate current fund advisers such as the client and spouse, and successor advisers such as children.
  • Complete and sign our New Fund Form.

Once a fund is established, donors may:

  • Add to the fund at any time in any dollar amount.
  • Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.
  • If a donor-advised fund has been established, the donor may recommend distributions from their fund to local charities.

To get started, discuss a specific client situation, or outline various giving options, please contact us for more information.

Contact us

P.O. Box 603
22 E. Poplar St.
Suite 206
Walla Walla, WA 99362