Create a Fund
Based on the type of fund you establish, you may be able to stay involved in the good works your gift makes possible. You can recommend an area or organization you’d like your gift to support, or rely on the Athens County Foundation’s experienced program staff to determine and address the areas of greatest need in our community.
Types of Funds
Agency Endowment
Helping local nonprofit organizations sustain and grow
An agency endowment is a simple and efficient way to build an endowment—and help create sustainability—for a nonprofit organization. Because it’s through the Athens County Foundation, the fund not only supports the organization but also provides planned giving and investment management services.
Donor-Advised Fund
A simple, powerful, and highly personal approach to giving
Establishing a donor-advised fund with Athens County Foundation is a way to stay actively involved by suggesting uses for your gift. You can work with staff to suggest grants from the fund – targeting the issues you care about most. Grants are made to organizations in the name of the fund (or anonymously if you prefer).
Field of Interest Fund
Connecting your values to high-impact opportunities
A field of interest fund targets grantmaking to an important area of community life. The ACF board awards grants to community organizations and programs that are making a difference in the area you select.
Unrestricted Funds
Meeting ever-changing community needs
An unrestricted fund addresses a broad range of local needs—including ones that may not be known when your gift is made. This flexibility enables the Athens County Foundation to respond to the community’s most pressing needs, today and tomorrow.
Designated Fund
Helping local organizations sustain and grow
A designated fund supports the good work of a specific nonprofit organization. Because it’s through the Athens County Foundation, the fund not only supports the organization but also provides planned giving and investment management services.
Scholarship Fund
Empowering future generations through education
Scholarship funds provide crucial financial assistance to students pursuing higher education. By supporting these funds, donors enable deserving students to access educational opportunities and achieve their academic and career goals.
Fund Comparison
| Fund Type | Fund Minimum | Annual Fees | Annual Spending Allocation | Endowed or Unendowed |
|---|---|---|---|---|
| Organization Endowment | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | 5.5% | Endowed |
| Donor-Advised Fund | $10,000 | 1.5% to $500,000 or 1% for $500,000+ | Endowed, unendowed, or both | |
| Field of Interest Fund | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | Endowed | |
| Unrestricted Funds | $10,000 | 1.5% to $500,000 or 1% for $500,000+ | * | |
| Designated Fund | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | 4% | Endowed |
| Scholarship | $25,000 | 2% to $500,000, *over $500,000 | Endowed |
*contact us for more information
Funds are pooled with other assets for maximum investment efficiency, returns, and results. Professional investment advisors and a qualified Investment Committee partner with the Foundation and are focused on growing your fund for the long-term.
Ready to get started?
PULL UP A CHAIR. THERE’S A PLACE FOR YOU HERE.
Athens County’s future will be shaped by people who choose to invest in it, with their resources, relationships, and belief in the strength and potential of this county.
The Athens County Foundation will work alongside you to create a giving strategy that makes a meaningful difference for the people and places you care about. We will listen to what matters to you, help you find the right path forward, and make sure that every dollar you invest here creates something lasting.
Let's invest in
what matters most.
Together.
Connect
Eleni Zulia
Program Director,
Operations and Engagement
