Design Your Fund, Support Tuolumne County

Opening a Fund with Sonora Area Foundation is a great way to support causes you care about in Tuolumne County.

The six types of funds we offer allow you to create a fund that matches your passion and how involved you want to be.

Unrestricted Funds

Use your fund to meet ever-changing community needs with ease and flexibility. Unrestricted funds offer the broadest giving option, allowing Sonora Area Foundation to provide grants where community needs and impact are greatest.

Donor Advised Funds

Enjoy ongoing involvement in the use of your gift. Donor Advised Funds can be set up by individuals, families or corporations. This popular fund allows donors to recommend specific organizations to receive grants and we manage the grant process as well as ensure accountability. Donor advised funds are an excellent alternative to private foundations.

Field of Interest Funds

Target a favorite cause or issue without having to name a specific charity. You decide the purpose of the fund, such as meeting the needs of children or protecting the environment and the Foundation identifies projects and organizations that will most effectively accomplish your interest over time.

Designated Funds

Direct your gift to a specific nonprofit or multiple organizations. You identify the recipient you wish to benefit from your fund and our staff manages the ongoing distribution

Scholarship Funds

Help support students as they pursue their academic dreams. As a donor, you define guidelines for student candidacy, field of study, school or district you wish to impact, and the amount of the scholarship. You can engage in the process of awarding the scholarship or allow Sonora Area Foundation to handle the details.

Agency Funds

These funds are established by nonprofit and public agencies. We handle administrative and investment responsibilities, freeing the organization to pursue its charitable mission.

The next steps

 

Once you have decided on a fund type and name, we start the paperwork to set it up. The Fund Agreement includes the parameters of your Fund, the Advisors, Successor Advisors, and necessary legal and accounting requirements.

The Fund can be activated by assets such as cash, securities, real estate, bequests, retirement plans, and life insurance. Once activated you may add to it at any time.

Contact us today to get started.