Invest in Your Community

We have six different fund types to help individuals and families, companies, nonprofit organizations, and others carry out their charitable goals:

• Donor-advised or donor-advised by committee
• Designated
• Agency
• Field of Interest
• Scholarship
• Unrestricted

Learn more

The minimum contribution varies by fund type, ranging from $5,000 to open an Agency Fund to $25,000 for a Scholarship Fund. View our fund information sheets for details.

Unrestricted Infosheet

Scholarship Infosheet

Legacy Infosheet

FOI Infosheet

Designated Infosheet

DAF Infosheet

Agency Infosheet

We offer an Acorn Agreement for endowed funds, allowing new funds to be established with only $2,500 and a plan to build the fund to the minimum amount within five years.

We can accept a variety of assets, including:

• Cash
• Stocks and Bonds
• Mutual Fund Shares
• Insurance Policies and Proceeds
• Required Minimum Distributions from an IRA (cannot be made to Donor Advised Funds)
• For other gift types, such as real estate and retirement assets, connect with a CFMV staff member to discuss details.

CFMV is a 501(c)(3) public charity, so contributions to the Foundation offer the most favorable tax benefits allowed by law. Please consult with your tax advisor to determine your eligibility based on your individual situation.

Donor-advised funds and scholarship funds give donors the opportunity to be involved in funding decisions. Connect with a CFMV staff member for more details.

Yes, our staff can help you identify impactful organizations in your areas of interest and community.

All contributions, once accepted by the board of directors, represent an irrevocable contribution to CFMV and are not refundable.

If you know some of the details for the type and purpose of the fund you’d like to establish, you can fill out the brief fund application above and a staff member will reach out to discuss your goals in more detail.

If you aren't sure where to start, contact us today to discuss your goals and the fund options that may suit you best.