Setting Up a Fund

Establish your fund with just a 15-minute phone call. You can reach us at 816-842-0944. Or, if you would like to get started online, you can use the form below to provide the basics to set up a fund and we will be in touch to complete your Establishing Document.

Please view our fee schedule, which starts as low as $21 per month. Funds range in size from a few thousand dollars to tens of millions of dollars.

Find out why having a fund at the Community Foundation (a public charity) is more private than having your own private foundation. Download an easy-to-read chart.

Click to download a sample Establishing Document. (PDF - 1MB)

Name: *

Email Address: *

Work phone number:

Home phone number:

Preferred phone number:

Work

Home

Street Address:

City:

State:

Zipcode:

What would you like to name your fund? Grant checks issued from a donor advised fund to a nonprofit organization typically include the fund name, so if anonymity is preferable, do not include identifying information in the fund name.

Fund Name:

Would you prefer that both the income and principal or only the annual net income from the fund be available for distribution as grants?

Distribution:

Income and Principal

Annual Net Income

Is there anyone besides yourself who would advise the grant distributions from this fund? If so, please list the advisors below. More advisors may be added when you complete your Establishing Document, or at any future date.

Advisor 2:

Name of co-advisor

Advisor 3:

Name of co-advisor

Upon your death and the death of your current advisors, who would then advise your fund? (Often successive advisors are children.) Additional successor advisors may be added when you complete your Establishing Document, or at any future date.

Successor Advisor 1:

Name of successor advisor

Successor Advisor 2:

Name of successor advisor

Successor Advisor 3:

Name of successor advisor

Successor Advisor 4:

Name of successor advisor

We will use this information to draft the Establishing Document for your fund. You can expect to receive the document and additional information in the mail within seven days.

You will need to sign the establishing document and return it to us to complete the process.

The information you are submitting is not legally binding and will not become binding until we receive your signed establishing document.

Additional Comments or Questions:

Thank you for setting up a fund at the Greater Kansas City Community Foundation!