Types of Funds We Offer

 

CHARITABLE GIVING FUNDS (DONOR ADVISED FUNDS): for individuals to support a variety of causes throughout the United States whenever they choose. These funds are a low-cost alternative to a family foundation. Read more about opening a Charitable Giving Fund here or get started here to open a fund in less than 10 minutes. 

View our Charitable Giving Funds brochure. 

Watch a video about Charitable Giving Funds.
 

FAMILY FOUNDATION FUNDS: for families to support a variety of causes throughout the United States whenever they choose. These funds are a low-cost alternative to a family foundation. 
 

CORPORATE GIVING FUNDS: for businesses and organizations to impact the community by distributing charitable dollars through a corporate structure. Read more about Corporate Giving Funds here
 

COMMITTEE ADVISED FUNDS: for businesses and organizations to impact the community by distributing charitable dollars through a committee structure. Read more about Committee Advised Funds here.
 

LEGACY FUNDS: donors establish legacy funds to receive assets from a will, trust or retirement beneficiary plan and designate how their charitable contributions will benefit their favorite causes after their lifetimes. Read more about Legacy Funds here
 

NONPROFIT ENDOWMENT FUNDS: an endowment established with the Foundation with a long-term time horizon. The nonprofit receives annual distributions for unrestricted use and a permanent source of income. Read more about our Nonprofit Funds here
 

NONPROFIT INVESTMENT FUND: a flexible fund established with the Foundation with a short or long-term investment strategy. Read more about our Nonprofit Funds here
 

FIELD OF INTEREST FUNDS: for donors who have a particular area of charitable interest. They name the area, and then we go to work researching and preparing a grant spending plan in that field.
 

DESIGNATED FUNDS: For donors firmly committed to supporting specific charities. The donor names the charity or charities they’d like to benefit on an annual basis.
 

SCHOLARSHIP FUNDS: for donors who want to help local students achieve the dream of a college education; these funds often memorialize a loved one. 

View our investment options here. 

View our fee schedule here.

For information on opening a charitable giving fund of any kind at the Community Foundation for Palm Beach and Martin Counties, please contact us at (561) 659-6800 or email Sheila Kinman, Vice President for Development at kinman@cfpbmc.org