Types of Funds

Designated Funds are directed to one charity or a program within a charity.  We hold endowments for nonprofit organizations, communities of faith and for donors who want to endow an annual gift to a charity.


Donor Advised Funds are most like a private foundation without the hassle and expense. Donors are directly involved and recommend the amount and timing of grants to charitable organizations.  


Scholarship Funds help individuals who might otherwise be unable to complete or continue their education. We partner with educational institutions for a very cost effective, tax compliant service.


Field of Interest Funds are set up to support a donor’s philanthropic interest such as a certain town, field of interest, or segment of population.  Let us know what you would like to support and we will handle the details and ensure your grants are directed to the cause you want to help. You may use our Grants Management Committee or name your own.

Agency Endowment Funds a safe and simple way for a nonprofit organization to establish its own endowment.