Fund types to meet your client’s unique needs
Donor Advised Fund
Being our most flexible fund, this allows the donor to support charitable organizations they care about. Donors can make a tax-deductible donation, grow their donation sum, tax-free, and pick the charities they want to support, now or over time
Designated Fund
Donor chooses one or more specific 501(c)(3) organization and this fund will continue to support them year over year.
Field of Interest Fund
This allows donors to choose general interests and passions such as youth services, homelessness, environment, education – just to name a few – and the foundation will do the evaluation and awarding of grants that meet the target interest.
Scholarship Fund
This fund can be established by individuals, organizations or families allowing deserving students to pursue their academic goals.
Unrestricted Fund
CFMV has boots on the ground and ears to the street all around the community. If there’s a need, we’re aware of it. This fund gives our team the ability to narrow down and direct funding where it is most needed.
Future Fund
A legacy agreement defines the intentions of the donor with contributions being received from the donor’s estate or other future gift.