FUND OPTIONS

Your choice of fund types.

Fund Options

Donor-Advised Fund

Supports a donor’s current interests with direct participation by the donor in the granting process.

Designated or Field of Interest Funds

Supports a specific organization or field of interest that may be of interest to a donor.

Build-A-Fund

Builds an endowment over time to a minimum level prior to distribution.

Discretionary Fund

Unrestricted and administered at the discretion of the Foundation’s Board of Directors to meet the

needs of the community.

Operational Endowment Fund

Supports the Foundation’s annual operating costs and ensures its future financial strength.

We are a local nonprofit with deep roots in the Meriden and Wallingford communities.
We are professionals with broad expertise in community issues and needs.
We provide highly personalized service tailored to each donor's charitable and financial interests.
We help people in causes they care about.
We are flexible enough to facilitate even the most complex forms of giving.
We partner with professional financial advisers to create effective charitable giving plans.
We offer the maximum tax advantage for most gifts under federal law.
We multiply the impact of gift dollars by pooling them with other gifts.
We build endowment funds in perpetuity experts in coordinating resources to create positive change.
We are leaders in convening community organizations and coordinating resources.