Establish a Fund Online

Establish your fund with just a 15-minute phone call.  You can reach Sheila Kinman, Director of Advancement, at 515.447.4207.  Or, if you would like to get started online, you can use the form below to provide the basics to establish a fund and we will be in touch to complete your agreement.

View our fee schedule.  Funds range in size from ten thousand dollars to tens of millions of dollars.

You can establish a fund at a lower cost with more tax benefits than private foundations, and the Community Foundation handles all of the administrative details.

A fund at the Community Foundation (a public charity) is more advantageous than having your own private foundation and more personal than a commercial gift fund.  The Community Foundation also provides access to Endow Iowa Tax Credits.  Endow Iowa allows taxpayers to receive a 20% Iowa tax credit in addition to normal state and federal charitable incomes tax deductions for certain charitable gifts.  (We encourage donors to consult with a tax advisor to review their individual circumstances).

View our Fund Type Comparison to see all of the advantages.

The Community Foundation's Donor Advised Fund Guidelines outline the fund's purpose and how it will operate. We encourage donors to consult with a tax advisor to review their individual circumstances.
  * Denotes Required Field
*Name
*Email Address

Address
* Street Address

* City
State
    		 * Zipcode
* Phone Number


Name - Donor 2
Email Address - Donor 2


Professional Advisor

Address
Street Address

City
State
    		 Zipcode
Phone Number
Email Address



How much do you wish to donate as your initial contribution?
Minimum of $10,000



How do you want to make this contribution?
Check
Made payable to: Community Foundation of Greater Des Moines - 1915 Grand Avenue, Des Moines, IA 50309
Credit Card
Please visit the Donate Online section of our website to complete your credit card transaction.
Stock or other marketable securities
Please contact Kaye Lozier, Director of Development at 515.883.9505 for stock transfer information.



What would you like to name your fund?
For your consideration, grant checks issued from a donor advised fund to a nonprofit organization typically include the fund name, so if anonymity is preferable, do not include identifying information in the fund name or you can request anonymity when recommending a grant distribution.
(Funds can be named for individuals, families, organizations, companies & charitable causes)



How much of the fund balance would you like available for grantmaking?
Endow Iowa qualified funds must benefit Iowa charitable causes
Non-endowed (Income & Principal - No Giving Limit)
Endowed (Community Foundation 5% Spending Formula)
Endow Iowa (5% Maximum Giving Limit)



Is there anyone besides yourself who would advise the grant distributions from this fund?
If so, please list the advisors below. More advisors may be added when you complete your fund agreement, or at any future date.
Advisor 1
Advisor 2



When the advisors’ privilege to advise the Fund terminates upon death, resignation or incapacity to serve, the Fund will become a named endowment fund of the Foundation.
It is the donors’ desire that the Fund becomes (please select one option or designate a % per selection):
A named unrestricted fund of the Community Foundation with an annual distribution in accordance with the Community Foundation’s current spending policy designated to Community Foundation’s grantmaking programs.
A named field of interest fund of the Community Foundation with an annual distribution in accordance with the Community Foundation’s current spending policy.
Designated to the following field of interest:
A designated endowment fund of the Community Foundation with an annual distribution in accordance with the Community Foundation’s current spending policy.
Designated to the following nonprofit agency(ies):
Advised by the successor advisors named herein:
(Often successor advisors are children. Additional successor advisors may be added when you complete your fund agreement, or at any future date).
Successor Advisor 1
Successor Advisor 2
Successor Advisor 3

We will use this information to draft your fund agreement in order to establish your fund. You can expect to receive the document and additional profile information in the mail within seven days.

You will need to sign the fund agreement and return it to us to complete the process.

The information you are submitting is not legally binding and will not become binding until we receive your signed fund agreement.

If you have additional questions, please contact Sheila Kinman, Director of Advancement at 515.447.4207.
Additional Comments or Questions:

1915 Grand Avenue ~ Des Moines, IA 50309 ~ PH 515.883.2626
Email: info@desmoinesfoundation.org ~ http://www.desmoinesfoundation.org
Confirmed in Compliance with National Standards for U.S. Community Foundations