Advise your clients

Set Up a Fund

It is easy to help your client establish a named charitable fund. The task can be completed in less than a day.  Here are the steps:

  1. Decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities, real estate or other assets.
  2. Select a name for the fund. Donors can use their own names, the name of a family member or a fund name they invent.
  3. Designate current fund advisors, such as the client and spouse, and successor advisors such as children.
  4. Complete and sign a simple governing document that we will provide and help customize for the donor.

Once a fund is established, donors may:

  • Add to the fund at any time in any dollar amount.
  • Recommend distributions from their fund to charities located anywhere in the United States.

To get started, contact our executive director.

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Contact Chip Blaser

Executive Director

785-843-8727

Contact Chip

Download a Sample Fund Agreement

Give your client an example of a donor-advised fund agreement.

Download PDF

View Sample Bequest Language

View Sample Bequest Language

See examples of how a donor may designate a gift in a will or trust.

View Language

Douglas County Community Foundation
900 Massachusetts, Suite 406
Lawrence, KS 66044
Phone: 785-843-8727
Fax: 785-843-8735