Fund types to meet your client’s unique needs
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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
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Designated Fund
Donor chooses one or more specific 501(c)(3) organization and this fund will continue to support them year over year.
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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.
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Scholarship Fund
This fund can be established by individuals, organizations or families allowing deserving students to pursue their academic goals.
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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.
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Future Fund
A legacy agreement defines the intentions of the donor with contributions being received from the donor’s estate or other future gift.