Types of Funds
Fund Type
After working with you and your client to choose a fund type, our staff can draft the fund’s language to ensure it will meet your client’s personal goals and preferences. Your client can select one fund type or multiple types of funds, depending on your client’s giving strategy and goals.
Community Good (Unrestricted) Fund
Unrestricted charitable dollars that address a broad range of local needs, by strengthening local nonprofits and supporting community leadership initiatives.
Designated Fund
Charitable dollars are directed to a specific nonprofit organization that the fundholder purposefully designates, building and providing sustainability
Donor-Advised Fund
Charitable dollars that annually benefit nonprofit organizations or program areas from grant recommendations provided by the donor.
Field of Interest Funds
By identifying your personal interests, charitable dollars are focused on specific program areas to ensure these focus areas are making a difference in the community.
Scholarship Fund
A donor designated fund allows your client to create permanent income for an organization(s) of their choice in Central Indiana or elsewhere, and ensures their support can grow and live on after their lifetime.
