Establishing a charitable fund at the Eau Claire Community Foundation is fast and easy. In most cases, you can start one in as little as a day.
Your options include several unique types of funds, and there are many different ways to contribute tax-wise gifts to your fund. These include an immediate gift of stock or real property as well as a planned gift, such as a charitable gift annuity or a bequest in your will. Whatever the method, our professional staff is here to help.
The questions in the Personalize Your Fund form below can help us prepare a customized draft fund agreement for you (or your client) to review. Once we receive this information, one of our donor services staff members will contact you to set up a time to discuss your charitable plans.
If you're unable to complete the form in one sitting, you can use the "Save and Continue Later" button at the bottom of the form. Please note that Foundation staff members don't have access to forms that have been saved but not submitted. It's important to record the automatically generated link that allows you to return to your form and/or have the link sent to your email address. The saved form will be available for 30 days.
If you'd rather not complete a form, you can email ECCF Executive Director Sue Bornick or call her at (715) 552-3801. She would be happy to meet with you at your convenience to help you start your charitable fund.