Establish a Charitable Fund

    Thank you for your interest in establishing a charitable fund at the Community Foundation of Greater Des Moines to support the causes you care about most. To get started online, complete this secure form and we will contact you to complete the agreement. You can also contact Lynne Yontz at 515-447-4203 to discuss the advantages of establishing a fund at the Community Foundation.





    First Name *


    Middle Initial

    Last Name *


    Home Phone / Cell Phone*


    Work Phone

    Email Address *  


    Mailing Street Address *


    City *


    State *


    Zip *

    Fund Information

    What would you like to name your fund? Any communications and recognition of your fund will be listed by this name. An example of a fund name is the "Jane and John Smith Charitable Fund."


    Fund Name:


    Would you like your fund to be anonymous (not listed on fund lists or noted on grants to charities)?


    My fund will support:


    What amount of your fund would you like available to distribute to your favorite charities?


    Would you like to apply for Endow Iowa Tax Credits? If so, select the box below.

    Endow Iowa – 25% state tax credit (5% annual distribution rate for Iowa charities) Click here for more Endow Iowa information



    Fund Succession Plan

    The succession plan selected below will be enacted upon the donor/advisor(s) recommendation or death.



    Creating a family legacy is important to me (us). I (We) would like to further discuss charitable planning with my (our) children.


    I (We) would like to establish this fund with a gift of:




    Thank you again for partnering with the Community Foundation of Greater Des Moines. The Community Foundation is ready to receive your first charitable contribution upon receipt of this document. We will also use this information to complete your new fund document(s). A member of our staff will contact you within two business days.


    The information you are submitting is not legally binding and will not become an official fund of the Community Foundation until an initial contribution is received and remaining paperwork has been completed and signed by a Community Foundation representative.


    For more information

    Lynne Yontz, CAP®

    Chief Charitable Giving Officer

    Phone (515) 447-4203