Unrestricted. These powerful funds address the opportunities and challenges within Mason County. Each year, our Distribution Committee decides where unrestricted funds would have the largest impact in the community. As the community changes, so will the projects that your fund supports. View a sample fund agreement.
Donor Advised. Advised Funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be actively involved in suggesting what community investments are made. Unlike other fund types, Advised Funds are not limited to the typical 4% annual distribution. As long as the $10,000 fund minimum is maintained, you can recommend grants of any size to any qualified, charitable organization – 501(c)(3), schools, churches, or municipalities. View a sample DAF agreement. Read more about Donor Advised Funds below.
Field of Interest. Support the arts, education, youth, community beautification, health and human services, the environment, or whatever broad areas of interest you choose. Tell us what aspects of the community you care most about, and we’ll make grants from your fund to advance work being done in that field. View a sample fund agreement.
Designated. These funds support the specific nonprofit organization(s) that you, as the donor, designate. Perhaps your church, school, or another agency has made a significant impact on your life; a Designated Fund will allow you to continue to support these organizations even when you’re gone. View a sample fund agreement.
Scholarships. With a minimum gift of $25,000, a Scholarship Fund can help support students continuing their education. We’ll work with you to establish guidelines for eligibility, or you can leave it to us to determine where your award will fill the greatest community need and make the most impact. View a sample scholarship agreement.
Organization Endowment. These funds are typically started by a nonprofit to build endowment for their own organization. We manage the endowments of more than 100 Mason County nonprofits. These organizations receive regular grant distributions from their fund, while saving for the future. View a sample fund agreement.
Community Project. These non-endowed funds are created by groups who partner with us for help with administration of a specific program, capital campaign, or other service. View a sample fund agreement.
Build A Fund (BAF)—If starting a fund with $10,000 isn’t possible, any of these funds can begin as a Build A Fund started with a gift of 20% down and the goal of reaching the fund minimum within five years. Once the balance is sufficient, we’ll work with you to officially convert the fund into the type you desire, and grantmaking can begin. View a sample fund agreement.