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Set up a New Fund

 

Questions? Let us help. Contact Summer Moore, Director of Development & Donor Operations (213) 452-6228.

Fund Name and Type

You may personalize your fund name. Grants to charities are accompanied by a letter that includes your fund name, unless anonymity is specified.

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Select Fund Type

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Questions? Let us help. Contact Summer Moore, Director of Development & Donor Operations (213) 452-6228.

Investment Selection

CCF suggests that donors recommend one pool that best fits their goals based on their anticipated grantmaking, timeline and ongoing contribution rate. You may recommend how your fund’s contributions should be allocated. If you do not make a recommendation, your contributions will be allocated to our Capital Preservation Pool.

The Endowment Pool is best fit for donors interested in preserving capital for long-term grantmaking and who do not expect the fund’s annual grantmaking volume to exceed 15% of the fund’s assets.

The Social Impact Endowment Pool is best fit for donors who are concerned about environmental, social and governance indicators in their investing.

The Conservative Balanced Pool is best fit for donors who expect to make grants over a 3-7 year period and have some tolerance for market fluctuations.

The Short Duration Bond Pool is best fit for donors who expect to make grants over a 1-4 year period and seek a bond portfolio.

The Capital Preservation Pool is best fit for donors who expect the fund’s annual grantmaking volume to exceed 15% of the fund’s assets.

If you would like to discuss a customized investment management option or are unsure which investment option is right for you, please leave blank and we will contact you to discuss upon reviewing your application.

Questions? Let us help. Contact Summer Moore, Director of Development & Donor Operations (213) 452-6228.

Contribute

Initial Contribution ($25,000 minimum)

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Check: Include your fund name in the memo field on your check and mail to: California Community Foundation, 221 S. Figueroa St., #400, Los Angeles, CA 90012

Credit Card: A 3.5% processing fee may apply. CCF staff will contact you to process your initial contribution.

Wire: CCF staff will contact you to process your initial contribution.

Stock: CCF staff will contact you to provide a sample gifting letter you may provide to your broker to process your initial contribution.

Property/Other: Please contact Paul Schulz, Vice President of Development and Donor Relations at (213) 413-4130.

Mutual Funds: Staff will contact you to facilitate the best transfer option.

Questions? Let us help. Contact Summer Moore, Director of Development & Donor Operations (213) 452-6228.

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