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Fund Types

Each of our 7 fund types have various capabilities and requirements to best serve you. We offer the following options which can all be endowed, if preferred: 

The most flexible fund type, this fund allows the donor to make a charitable contribution, receive an immediate tax benefit, and then recommend grants from the fund over time. Grants can be made to charities, education and religious entities.

Established by a nonprofit organization with its own funds, this is a great tool for an organization to invest and create long term sustainability by starting an endowment.

Allows a donor to choose up to three organizations to receive annual grants –  a great tool to use as part of the charitable giving in an estate plan.

Helps donors invest in our community’s future and show students they care. Scholarships help students—from preschool to postgraduate—achieve their lifetime dreams. Funds must go toward education and tuition expenses.

Offers an excellent alternative to a private foundation, with only a fraction of the administrative responsibilities. When private foundations want to offload their administration, they can become “support organizations” within the Foundation. This fund type is a smart solution for the next generation of family foundations. Support Organizations can accept donations from the public and are not restricted by annual payouts allowing donors to grow their philanthropic resources and fund larger projects over time. 

Used to support a start up, community benefit initiative or when an entity wants to create and fund a charitable project (e.g. bike drives, neighborhood clean ups, etc.)

The donor identifies specific areas of interest (such as education, environment) and our talented Impact Team, along with the Foundation Board’s Program Review Committee, builds an annual grantmaking strategy to support the specified area(s). An endowed Field of Interest Fund is a great tool for an estate plan because the donor can be confident knowing their investment will forever support the focus area they care about.

The Shaver Lake Volunteer Fire Department Fund 

The 11 Shaver Lake Volunteer Firefighters were one of the first on the scene of the harrowing Creek Fire. With outdated equipment and limited resources, the brave men and women did all they could to protect their mountain community from devastation. They spent 27 days giving their time to fight the 400,000+ acre fire, many times without the tools they needed. To ensure this department can provide the highest level of service to their community, they brought their families together to create this fund. Learn more or make a donation online.

Fireman Fighting a blazing, red hot, wild fire.

Which fund is right for you?

Use our interactive tool to determine which fund best fits your needs and desires.

Simply answer a few questions.

This form will lead you through a series of questions to help you find the correct fund type for your intended giving.
Looking for a Fiscal Sponsorship?
A fiscal sponsor is a relationship between an individual or group managing a charitable project or purpose and a tax-exempt organization.
Do you want to grant to the same organizations each year?
Are you a nonprofit opening a fund with your own resources?
This would be a Designated Org Fund
This would be an Agency Fund
This would be a Custodial Agency Fund
Do you want to make grant recommendation and investment decisions about your fund?
Would you like to make grants for scholarships?
Are you interested in funding a specific area of interest?
A specific area of interest refers to a charitable purpose broader than particular charitable organizations. Examples can include broad purposes such as supporting higher education or the arts and more narrow purposes such as cancer research, caring for needy children in a particular town, or providing transportation for low income seniors.
This would be a Field of Interest Board
This would be an Unrestricted Fund
Is the fund advised by a committee?
Does the donor manage the committee?
Separate identification can be related to fund name or fund contributions
Would you like to make grants for scholarships?
Are you interested in funding a specific area of interest?
A specific area of interest refers to a charitable purpose broader than particular charitable organizations. Examples can include broad purposes such as supporting higher education or the arts and more narrow purposes such as cancer research, caring for needy children in a particular town, or providing transportation for low income seniors.
Outside committee?
This would be a Field of Interest - Outside Fund
This would be a Field of Interest - Inside Fund
This would be a Donor Advised Fund
Donor merely recommends committee?
Donor advice solely given as a committee member?
CVCF's 501(c)(3) used to received contributions to the fund?
Will the Central Valley Community Foundation be used to receive contributions because the project or charitable purpose does not have a 501(c)(3)?
Will the Central Valley Community Foundation manage this project?
This would be a Designated Project
Project short term or is new/desires 501(c)(3)?
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
Strategically aligned with CVCF priority areas?
(Education, Economic Development, Neighborhood / Place-based)
This would be a Fiscal Sponsorship Type 1
This would be a Fiscal Sponsorship Type 2
Technical assistance needed?
This would be a Fiscal Agent Fund
Group exemption desired?
This would be a Group Exemption Fund
Public charity status desired?
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
This would be a Support Org
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
This would be a Scholarship Board
This would be a Scholarship Fund
This field is for validation purposes and should be left unchanged.

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1260 Fulton Street
Suite 200
Fresno, CA 93721

(559) 226-5600

info@centralvalleycf.org

Tax ID 77-0478025

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