Creating a fund is a meaningful way to support the people, places, and causes you care about. We’ll help you choose the right fund and make the process simple from start to finish.
Your giving journey starts here
Starting a fund may sound complicated, but it doesn’t have to be. Our team is here to guide you through each step, answer your questions, and help you create something that can make a lasting difference in West Kentucky.
How to Start a Fund
How to start a fund in five simple steps
- Start the conversation: We’ll learn about your goals, the causes you care about, and the kind of impact you want to make.
- Explore your options: We’ll help you choose the type of fund that best fits your giving goals.
- Include your advisor: If you’re working with a financial advisor, CPA, or attorney, we’re happy to work alongside them as part of the process.
- Complete the setup: We’ll handle the paperwork and guide you through the steps needed to establish your fund.
- Start giving: Once your fund is created, you can begin supporting the causes and community priorities that matter most to you.