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Types of Charitable Funds

Discover giving methods as unique as you are.

Which charitable fund best matches your goals?

Different funds fulfill different dreams. Let’s help you find the fund that fulfills yours.

TYPES OF FUNDS

Undesignated

Want to meet the most pressing needs in Berks County? Grants from undesignated funds are determined by our board of directors to address ever-changing community needs.

Designated

Support a specific organization year after year, even after you are gone. Organizations benefit from the consistent support and you can be confident the money in your fund is professionally managed.

Field of Interest

Whatever your cause, our team of program experts will do the legwork to ensure grants from your fund make a difference for your cause now and for years to come.

Donor Advised

Make decisions about where grants from your fund go each year while you are alive, with the option to name a successor advisor after you are gone.

Scholarships

Help students pay for their education through a scholarship fund. Or, use a designated fund or more flexible field-of-interest fund to support a specific school or area of education.

Awards

Honor people for a significant accomplishments by establishing an annual award.

Creating a fund is simple. The impact is immeasurable.

Whether you want to guide your giving today or leave a legacy after you’re gone, we’re here to help you make your charitable goals a reality.

  • Determine What You’re Passionate About

    Is there a cause or organization you’ve always supported? Would you love for your life to be remembered or to honor a loved one? Our fund questionnaire can help you put your passion into words.

  • Sign A Fund Agreement

    After you know what you’d like to support (or even if you’re still figuring that out), we’d love to meet with you and create a fund agreement, which we both sign to ensure your charitable intent is honored for the life of your fund.

  • Make An Initial Donation

    You can start your fund by making an initial donation now or wait and start it through your will or estate. Endowed grant funds may be created with a gift of $50,000 or more. Endowed scholarship funds may be created with a gift of $100,000 or more.

    Still not sure what type of giving is right for you?

    Take Our Fund Quiz!

Let’s help you help others.

What are your plans? What do you need to get started? We’d love to have a one-on-one conversation with you anytime you want to talk.

Discuss Your Plans

Frequently Asked Questions

Molly McCullough Robbins

Vice President for Philanthropic Services