Starting Your Fund With The M&M Area Community Foundation In 8 Simple Steps

1. Contact us. Please feel free to contact our offices anytime you have questions pertaining to setting up a fund. We will work with you to ensure your charitable giving goals are met.

2. Determine your charitable goals. Think about the charitable causes important to you. The M&M Area Community Foundation has over 132 funds that address a broad range of charitable needs. Bring any and all of your ideas to the table.

3. Decide when to give. You can create your fund now or later based on how giving fits into your charitable goals. Interested in giving in the future? Learn more about your planned giving options

4. Consult your Financial or Legal Advisor. Since your professional advisor is most familiar with your personal and financial circumstances, he or she can provide the legal and tax guidance needed to ensure the donor receives the maximum benefits of giving while maintaining future financial security.

5. Choose a fund type. The Community Foundation offers a variety of funds to meet your philanthropic goals. Our staff will help you decide which type of fund best matches your interests. See our Fund Types >>

6. Choose what to give. The M&M Area Community Foundation accepts a wide array of gifts. Please review our "What to Give" section to see what type of giving best fits your needs.

7. Choose a name. Funds are generally named for the donor, the donor's family, or as an honor or memorial to someone special. If you prefer anonymity, you may choose a generic name or perhaps one that reflects the fund's charitable purposes.

8. Sign a fund agreement. The final step in creating a fund is signing the agreement. Once your assets are received and approved by the Board of Directors, the fund is established.