Ways to Create Your Fund

There are four simple steps to create a fund at the Hamilton Community Foundation

1. Define your charitable goals. Decide if you want family members involved, both now and/or in the future. Consider how much involvement you want in selecting the charitable organizations that will receive grants from your fund. Think about how much you want to give in charitable contributions each year.
2. Contact the Foundation to discuss the fund option or options that best suit your interests and needs. We can create a personalized plan, including the appropriate legal and other documentation, which makes giving simple and relevant.
3. Determine which asset or giving vehicle you will use to start your fund. Evaluate the options of lifetime assets versus planned giving assets—or a combination of the two.
4. Select a name for your fund. Many donors choose a family name, a name that honors or memorializes a loved one or a company name.