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Establish a Fund

Many donors choose to make a difference in the heartland region by establishing a Fund at the Truman Heartland Community Foundation.  Today, more than 150 families and individuals have made THCF their charitable home; they support all their charitable interests by giving through their Fund.  Our donors enjoy many Benefits and access a variety of Donor Resources through their partnership with THCF.  Visit Donor Stories to learn how other heartland families and citizens are accomplishing their charitable goals by giving through THCF.
Establishing a fund at THCF can be accomplished in a few easy steps:

  1. Contact the Foundation or your professional advisor to discuss your charitable objectives and determine the Type of Fund that you wish to create.
  2. Determine the Type of Gift you will make (valued at $5,000 or more).
  3. Decide what to name your Fund (perhaps named after a family member or the name of your business), and designate current and successor advisors.
  4. Create an Instrument of Transfer or Will & Trust Document to establish your Fund.
  5. Determine the how you would like your fund invested in our Fund Investment Program.
  6. Utilize the Foundation staff for all your charitable needs, such as: giving effectively to the fund you advise, recommending a grant that will leave a lasting impact, learning about THCF programs and initiatives and logging into Donor Central, our online giving portal.