Endowed Donor-Advised Funds

Endowed donor-advised funds allow you to support the causes and organizations you care about. Once a fund is established using cash, stock, or other assets, you may recommend grants to the nonprofit organizations of your choice without geographic restrictions.  The grants will be made in the name of the fund or, if you choose, anonymously.  The Winston-Salem Foundation ensures that grant recipients meet accepted criteria for being charitable organizations and are able to fulfill your expectations for the use of the grants.

HIGHLIGHTS:

  • You and your family can recommend grants to your favorite charities and add to the fund at any time. Up to two generations can be designated to advise grants from the fund.
  • You can choose to partner with the Foundation to fund Community Grants through Grantmaking Partners.
  • The Foundation keeps track of donations, provides timely gift acknowledgments, and utilizes professional money managers for the assets.  You will have access to statements showing all activity in the fund, including grants from the fund and gifts to the fund.
  • Grants may be recommended online, by mail, or by fax.
  • There is no fee to establish an endowed donor-advised fund.
  • A $25,000 minimum opening gift is required.
Download Additional Information
Options for Donor-Advised Giving
Advised Fund Guidelines
 
 


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