With an Advised Fund for your business, you can make a statement about how your company values your community, and we can help you make an impact.

• Local expertise – We know area nonprofits and community needs.

• Strategic giving – We can help you plan tax-smart gifts into your fund, invest them for growth, and make grants to nonprofits when you’re ready. We handle all the details.

• Community leadership – Our staff and board are engaged in the community, working along with you to strengthen this place we call home.

• We make it easy!

We’ll draft a fund agreement in your business name.

Give an opening gift of $10,000 (minimum balance) or more, with the maximum tax advantages. Add to the fund strategically in good years to reduce taxes.

We invest the fund to produce long-term growth (more to give back to the community!), and we charge an administrative fee of 1.75% that supports our work. We handle all of the administrative paperwork, legal and audit fees, etc.

Recommend grants to nonprofits when you’re ready, including your employees in decisions if you’d like, or ask us for ideas. We handle grantee correspondence and payment.

Log into our Fund Portal anytime to see your areas of grant impact over time, check your fund balance, or review your gift and grant history.