Open a Fund
How to Open a Fund:
1
Contact our team of local experts to discuss your goals and identify the best charitable giving option for you or your business.
2
Complete a fund agreement: choose a name for your fund, select your advisors, and identify a cause or issue you would like your fund to support.
3
Establish your fund by making a tax-deductible gift.
4
Use our online fund management system to streamline your charitable giving.
5
Recommend grants to your favorite nonprofits, access monthly statements and financial information, and more.
Individuals & Families
As forward-thinking experts with specialized knowledge and solutions, we offer a flexible, personalized approach to the process of charitable giving for individuals and families.
From scholarship funds to charitable trusts, our innovative approach to personal philanthropy makes it easy for you to make a greater impact in our community.
Begin your personal philanthropic journey by partnering with us to maximize benefits and help create a better future for our community.
Individual & Family Funds
Whether you’re looking to establish a charitable fund now or are simply interested in learning more about your options for the future, the South Coast Community Foundation offers a variety of solutions to assist in reaching your personal philanthropic goals.
Advised Funds:
Advised Funds allow you to manage your charitable gift with significant tax advantages. They also provide you with the flexibility to make suggestions regarding the philanthropic use of your fund.
Donor Advised Funds:
Donor Advised Funds are a sound option for individuals and families looking to partner with the Community Foundation to develop tailored giving programs. They allow donors to recommend that grants be made from the income or principal of the fund and reallocated to nonprofit entities, helping you support a specific nonprofit organization or program within your interest or the interest of your family.
Committee Advised Funds:
Committee Advised Funds function similarly to Donor Advised Funds but are managed by a group rather than a single donor. This allows you to come together with other charitable individuals to support an issue or cause that is important to you.
Individuals & Families
As forward-thinking experts with specialized knowledge and solutions, we offer a flexible, personalized approach to the process of charitable giving for individuals and families.
From scholarship funds to charitable trusts, our innovative approach to personal philanthropy makes it easy for you to make a greater impact in our community.
Begin your personal philanthropic journey by partnering with us to maximize benefits and help create a better future for our community.
Individual & Family Funds
Whether you’re looking to establish a charitable fund now or are simply interested in learning more about your options for the future, the South Coast Community Foundation offers a variety of solutions to assist in reaching your personal philanthropic goals.
Advised Funds:
Advised Funds allow you to manage your charitable gift with significant tax advantages. They also provide you with the flexibility to make suggestions regarding the philanthropic use of your fund.
Donor Advised Funds:
Donor Advised Funds are a sound option for individuals and families looking to partner with the Community Foundation to develop tailored giving programs. They allow donors to recommend that grants be made from the income or principal of the fund and reallocated to nonprofit entities, helping you support a specific nonprofit organization or program within your interest or the interest of your family.
Committee Advised Funds:
Committee Advised Funds function similarly to Donor Advised Funds but are managed by a group rather than a single donor. This allows you to come together with other charitable individuals to support an issue or cause that is important to you.
OPEN A FUND
APPLY FOR GRANTS
ABOUT US
CONTACT
BOARD PORTAL
DONOR PORTAL
FUNDHOLDER LOGIN
PRIVACY POLICY
COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS
128 UNION ST. SUITE 403 • NEW BEDFORD, MA 02740
INFO@CFSEMA.ORG
OPEN A FUND
APPLY FOR GRANTS
ABOUT US
CONTACT
BOARD PORTAL
DONOR PORTAL
FUNDHOLDER LOGIN
PRIVACY POLICY
COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS
128 UNION ST. SUITE 403 • NEW BEDFORD, MA 02740
INFO@CFSEMA.ORG