Each of our 7 fund types have various capabilities and requirements to best serve your clients. They can be kept liquid or invested in one of various investment pools. Learn more about our fund management.
We offer the following fund types which can all be endowed:
We want to make philanthropy painless for your clients and accept the following asset types to make gifting mutually beneficial:
Which Fund is Right for You?
Disclaimer: The content included on this page is for informational purposes only and does not constitute legal or tax advice. Please consult your professional advisor for legal and tax advice specific to your situation. Central Valley Community Foundation reserves the right to determine whether it will receive any gift prior to the transaction.