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Professional
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How to create a fund |
The information on this page illustrates how easy it is
for your client to create a charitable fund at the Delaware Community
Foundation. Please consult the Procedures for Establishment and
Operation of Funds and Supporting Organizations for useful guidelines regarding charitable funds at the DCF. Contact
Jane Vincent, Senior Vice President for Development, at 302/504-5237 or
jvincent@delcf.org for
additional information or to schedule an appointment.
Decide when to give
You can create your fund now with a current gift. You may also set up a
fund that will remain inactive until it is funded with a gift made
through your will or another gift arrangement.
Decide what to give
Almost any kind of asset can be used to start your fund, including
cash, publicly traded securities, closely held stock, life insurance,
retirement assets and private foundation assets. We can also discuss
other options with you, such as bequests, charitable remainder trusts,
charitable gift annuities and charitable lead trust. (see planning your
gift)
Choose the name for your fund
Most of our funds are named for the donor or the donor’s family or
as a memorial to someone special. Every grant from the fund will carry
this name. If you prefer anonymity, you may choose a name that reflects
your fund’s charitable purposes.
Choose a type of fund
We offer a variety of
fund types
to meet our donors’ different charitable interests.
Stock Transfer Instructions
Instructions in PDF format
Fee
schedule
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