donor advised funds

Realize your philanthropic goals and achieve your financial planning priorities with a donor advised fund.

why set up a donor advised fund?

Establishing a donor advised fund enables you to manage the timing of your charitablPresenter Kirk Hoopingarner listens as Ralph Segall, Chair of the Foundation's Investment Council, illustrates ECF's investment philosophy and results.e gift – and the related tax benefits – while retaining the ability to recommend distributions to the organizations of your choice over time. You can continue to support the organizations you know well and/or expand your giving by working with the Foundation's staff to identify grantees that match your interests. Many of our donor advised funds participate in ECF's grants as grantmaking partners. And, the 1% annual fund fee supports ECF's work for the good of Evanston. Kirk Hoopingarner presented Considerations in using a donor advised fund in charitable giving at our June 2017 breakfast session.

getting started

The minimum balance to open or maintain a donor advised fund is $10,000. We will draft a simple fund agreement and arrange to receive your gift to establish the fund. Ready to establish a fund? Our donor preference worksheet is a great place to start.

A donor advised fund may be permanently endowed — managed for long-term growth while generating an annual distribution — or spent down according to your timetable.

Please email Jan Fischer or Gwen Jessen, or call us at 847.492.0990 for more information.

for your fund

We'll want to know the initial amount of your gift and whether you'll contribute cash or securities - many donors increase their tax benefit by using appreciated stock to start their funds. What name will you give your fund? Who will advise the Fund? Should you become unable to advise the Fund, where should the Foundation deposit any remainder? Popular choices include the Fund for Evanston or a field of interest fund.

donor advised funds of the Evanston Community Foundation

ABS Fund
B & J Fund
Friends of the Arts Fund
Goodman/Weinberger Fund
Gratch Family Fund
Jon Kimmel Memorial Fund
Avi Kurganoff Memorial Fund
Lytle Family Fund

Joe "Butch" Martin Fund

Mickey's Children's Fund
David Mulder Memorial Fund for Mental Health
Partners for the Future Fund
Plumtree Fund
Red Bud Fund
Rees/Servillo Family Fund
Mary Laflin Rockwell Fund
Ticus Family Fund
Weisblat Family Fund
Zunamon-Cunniff Family Fund