Establish a Fund
Giving

Organize Your Charitable Giving

Simple steps to establish a fund:

1

Name your fund.

2

Provide your contact information.

3

Choose a fund type.

4

Choose a method of investment.

5

Contribute to your fund.

6

Start using your fund to make grants.

Giving

Types of Funds

Donor Advised

Stay involved and support any 501(c)(3) charitable organization.

Field of Interest

Support specific areas such as education, health care, the arts, or other special interest and geographic regions.

Designated

Support one or more specific charitable organizations.

Unrestricted

Support broad charitable needs of the community.

Benefits of a fund at Indian River Community Foundation:

  • Formal grant presentations 
  • Help developing a charitable giving plan
  • Online access to fund information
  • Online fund statements
  • Annual Fund Review
  • Access to online Nonprofit Search
  • Exclusive social and educational events 

Annual Administrative Support Fees on the Market Value of Fund Assets

  • 1.00% on the first $1 million 
  • 0.60% on the next $1 million 
  • 0.30% on the next $2 million 
  • 0.10% on the next $3 million 
  • Flat 0.25% on funds $7 million and above 
  • Minimum of $250 annual administrative support fee
  • Administrative support fees sustain the Indian River Community Foundation’s mission-based operations 

Fund Applications Available to Download

Donor Advised Fund

Designated Fund

Field of Interest Fund

Unrestricted Fund

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