Establishing a fund at Waco Foundation is a simple process. The donor and Waco Foundation identify the desired parameters and the Foundation develops a customized fund agreement incorporating the donor’s intent. The fund is officially established once the agreement is signed and the funds are received by Waco Foundation.
How to Establish a Fund with Waco Foundation:
- Identify your charitable purpose. To whom would you like to give?
- Decide what type of fund you want to open.
- Name your fund.
- Sign a governing document (fund agreement).
- Choose an investment option.
- Make your gift.