Designated Funds
You have organizations and communities that you have invested in for years. Whether giving your time or talent, you are committed to their continued success. A designated fund provides you with an opportunity to ensure future support to a specific nonprofit organization.
“It became increasingly important to me to establish a designated fund, which provides sustainable support and investment in the success of this organization and their mission — even after my lifetime."
- Jem Gong-Browne
Benefits of a Designated Fund
How are Designated Funds Personalized? |
You can establish a fund to ensure that the causes you care about will continue to receive your support of their missions today and for years to come. Designated funds also provide an excellent opportunity to honor the memory of a loved one when established in their name to support an organization that was dear to their heart.
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How are Designated Funds Lasting? |
Establishing a designated fund provides annual, sustainable support to the charity of your choice. You can be assured that your fund will continue to invest in the success of the organization you care so much about after your lifetime. |
What Can I Contribute? |
Our team will work alongside you and your professional advisors to consider tax-wise giving strategies to support your designated charitable giving fund in the ways that best suit you. The Community Foundation can accept a variety of gifts including appreciated securities, real estate, business interests, personal tangible property, retirement plans, life insurance and agricultural assets. |
How Can the Community Foundation Team Help? |
The Community Foundation handles the administrative details of your designated fund to simplify your support. Whether professionally managing the investment of your fund or facilitating your annual gift to your favorite organization, you can be assured we are here to serve you and fulfill your charitable wishes. |
Learn More about Designated Funds
Financial Facts
- A designated fund can be established in any amount and with a variety of gift types.
- The ability to combine funds into professionally managed portfolios allows greater diversification of investments and access to investment vehicles that would not be possible for individual funds.
- Click here to view the Community Foundation's administrative fee schedule for Endow Iowa designated funds.