The Tri-Valley Community Foundation offers a
variety of custom fund options to help your clients
meet their philanthropic goals. From donor-advised
funds, which allow your clients to engage in active grant-
making, to unrestricted funds, which rely on the
Foundation’s knowledge of the community for grant-
making decisions, our funds allow your clients to chose
their level of participation.
Donor-Advised Funds
Donors who wish to be active in grant-making activities
often establish this type of fund. Donor-advised funds offer
the ability to make grant recommendations and to include
children, if desired, in advising of the fund in order to
share your charitable values and create a legacy of giving
in your family.
Supporting Organizations
A supporting organization is an attractive alternative to a
private foundation. Supporting organizations of the Tri-
Valley Community Foundation have their own board of
trustees and grant-making identities. At the same time, a
supporting organization enjoys public charity status and
the professional services of the Foundation, including staff
and administrative support.
Scholarship Funds
With a scholarship fund, a donor can choose to benefit
young persons or those who wish to continue education
later in life. Additionally, you can name the scholarship’s
advisory committee and the guidelines for candidate
selection, requirements, and use of the award.
Unrestricted Funds
The donor of an unrestricted fund does not specifically
designate a particular cause or area of interest, but instead
relies on the Foundation’s Board of Directors to distribute
the funds to areas where the needs are greatest.
Designated Funds
Often times, donors wish to support specific organizations
or causes. With a designated fund at Tri-Valley Community
Foundation, you receive professional management and
grant monitoring. If the original charitable organizations
cease to exist or are unable to perform their charitable
purposes, the Foundation can still honor the donor’s
wishes by selecting alternative organizations providing
similar services without the expense of legal action.
Field-of-Interest Funds
Donors who select these funds are able to benefit programs
in the arts, education, or another broad area. By naming a
program area and not a specific organization, flexibility
exists to meet the ever-changing needs of the community.
variety of custom fund options to help your clients
meet their philanthropic goals. From donor-advised
funds, which allow your clients to engage in active grant-
making, to unrestricted funds, which rely on the
Foundation’s knowledge of the community for grant-
making decisions, our funds allow your clients to chose
their level of participation.
Donor-Advised Funds
Donors who wish to be active in grant-making activities
often establish this type of fund. Donor-advised funds offer
the ability to make grant recommendations and to include
children, if desired, in advising of the fund in order to
share your charitable values and create a legacy of giving
in your family.
Supporting Organizations
A supporting organization is an attractive alternative to a
private foundation. Supporting organizations of the Tri-
Valley Community Foundation have their own board of
trustees and grant-making identities. At the same time, a
supporting organization enjoys public charity status and
the professional services of the Foundation, including staff
and administrative support.
Scholarship Funds
With a scholarship fund, a donor can choose to benefit
young persons or those who wish to continue education
later in life. Additionally, you can name the scholarship’s
advisory committee and the guidelines for candidate
selection, requirements, and use of the award.
Unrestricted Funds
The donor of an unrestricted fund does not specifically
designate a particular cause or area of interest, but instead
relies on the Foundation’s Board of Directors to distribute
the funds to areas where the needs are greatest.
Designated Funds
Often times, donors wish to support specific organizations
or causes. With a designated fund at Tri-Valley Community
Foundation, you receive professional management and
grant monitoring. If the original charitable organizations
cease to exist or are unable to perform their charitable
purposes, the Foundation can still honor the donor’s
wishes by selecting alternative organizations providing
similar services without the expense of legal action.
Field-of-Interest Funds
Donors who select these funds are able to benefit programs
in the arts, education, or another broad area. By naming a
program area and not a specific organization, flexibility
exists to meet the ever-changing needs of the community.
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| For more information about any of these funds, contact our President, David Rice |
| Fund Options |