WHAT ARE THEY?
They are a type of fund that enables you to support specific nonprofit organizations, wherever they are located. It might be a group where you volunteer or one that has benefited you or a family member, or it might be a school you attended. And if, in the future, the organization no longer exists or no longer offers the programs you intended to support, the Foundation will identify another nonprofit that meets your charitable goals.
HIGHLIGHTS:
- You ensure that a single organization or multiple organizations of your choice can receive support for many years to come.
- You, or others, can add to the fund whenever you want. The Winston-Salem Foundation can accept almost any asset, including stock and real property.
- There is no fee or minimum to establish a fund.
HOW TO GET STARTED:
- Discuss a designated fund with your financial advisor or the Foundation's Philanthropic Services staff.
- The Winston-Salem Foundation will customize a fund agreement for you.
- Make an initial contribution.
For more information on establishing a fund at The Winston-Salem Foundation, contact a member of the Philanthropic Services staff at (336)725-2382.
Download Additional Information
Download Sample Trust Document

