Non-endowed Donor Advised Funds
A non-endowed donor advised fund is intended to be fully distributed within a relatively short period of time, and can be created with a minimum gift of $10,000. This can be an attractive way to get to know and participate in the work of the Community Foundation. The Foundation invests these distributable funds in money market funds to avoid fluctuations in market value. The minimum grant size for a non-endowed donor advised fund is $500.
For more information contact President/CEO, Dan Baldwin or call 831.375.9712 x115.
Confirmed in Compliance with National