Create A Fund: Fund Founder Questions

1. What would you like the fund to do?

• Meet the community's greatest needs?
• Be very involved and give to a variety of charities?
• Contribute to a few specific charities?
• Support a broad field of interest, such as the arts or education?
• Provide a scholarship?
• Other?

2. What would you like to name the Fund?

3. Should the Fund be

• Publicized?
• Anonymous?

4. What type of gift will you use to establish the Fund?

• Cash
• Property
• Stocks or Bonds
• Life Insurance Policy
• Other

5. How much do you want to contribute to start the fund?

• $1,000-$5,000 (This will be an Acorn Fund)
• $5,001-$500,000 (You have a variety of fund options that we will discuss based on your answers to the other questions.)
• $500,000 + (You may open any type of fund)

6. Do you wish the fund to continue into perpetuity?