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Opening a Fund

Opening a fund at the Pinebelt Foundation is much simpler than you might think.  You can contact us today to set up an appointment with our helpful and professional staff, who are anxious to advise you on how Pinebelt Foundation can help you reach your charitable goals.  

 

Some questions to consider when considering a fund with us:

 

  1. What is your charitable goal?

  2. Who would you like see benefit from your fund?

  3. Would you like your fund to be immediately available for distribution, or would you like it to be invested for long term distributions?

  4. Would you like fund to be anonymous or named?

  5. What kind of asset would you want to use to begin your fund? (cash, stocks, property, etc.)

funds

 Types of Funds available through   Pinebelt Foundation 

DONOR ADVISED FUND

A Donor Advised Fund functions as a charitable checking account. While receiving immediate tax benefit upon deposit, you are able to designate public or anonymous distributions from this fund as you see fit.

DESIGNATED FUND

A Designated Fund supports specific organization(s) of your choosing.

FIELD OF INTEREST FUND

A Field of Interest Fund supports organizations that address a specific issue that you care about.

 

SCHOLARSHIP FUND

A Scholarship Fund creates a scholarship for the school(s) or area(s) of study that you specify.

AGENCY FUND

An Agency Fund is managed by the Pinebelt Foundation on behalf of a nonprofit, church or school. These are organizations that are interested in creating support for their organization.

DONOR ADVISED FUND

A Donor Advised Fund functions as a charitable checking account. While receiving immediate tax benefit upon deposit, you are able to designate public or anonymous distributions from this fund as you see fit.

DESIGNATED FUND

A Designated Fund supports specific organization(s) of your choosing.

FIELD OF INTEREST FUND

A Field of Interest Fund supports organizations that address a specific issue that you care about.

 

SCHOLARSHIP FUND

A Scholarship Fund creates a scholarship for the school(s) or area(s) of study that you specify.

AGENCY FUND

An Agency Fund is managed by the Pinebelt Foundation on behalf of a nonprofit, church or school. These are organizations that are interested in creating support for their organization.

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