Creating a named fund at the Fond du Lac Area Foundation is an easy way to invest in the community and causes you care most about. By establishing a fund today, you can support your favorite charities during your lifetime and beyond. Many of our donors add to their funds each year, recommend grants on a regular basis, and name the fund in their wills.

Opening a fund is quick and easy – in most cases, the fund is operational in less than 24 hours. Our team is here to help you meet your charitable goals.

Simple steps to creating a fund:

1. Identify your charitable purpose(s) or intent(s). This can range from highly specific – for example, an alma mater, church, or nonprofit organization – to general in scope.
2. Select the type of fund that best fulfills that purpose or intent.
3. Complete a fund agreement. Depending on the type of fund being established, you should designate current fund advisors (such as yourself) and successor advisors (children or
   grandchildren, for example).
4. Name the fund. Funds can be named after the donor, their family, a cause, or something else entirely. Donors can also choose to remain anonymous.
5. Activate the fund by making an establishing gift.