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Establish a Charitable Fund

Building a Better Bartholomew County

We believe each donor presents a distinctive vision of philanthropy, we strive to remain flexible and provide a variety of choices for donors to consider when establishing a fund.

Ready to get started? Questions? Contact us!

Partner with Us

We provide exceptional donor services to help you support the causes and organizations you care about

  • Customized gift planning to match donor interests and ensure maximum community impact
  • Staff and volunteer expertise on community issues, local nonprofits and gift planning
  • Legacy giving/Bartholomew Society
  • Honors & Memorials tributes

Proven Financial Management:

  • Trusted steward of approximately $100 million in community assets for Bartholomew County, earmarked entirely for charitable purposes
  • More than 45 years of financial success and stability
  • Management of more than 300 unique charitable funds
  • Grantmaking & Scholarships
  • $6 Million+ awarded in grants annually: $700,000+ awarded annually from the Community Fund to respond to emerging needs in our Impact Areas of Downtown Vitality, Youth Development and Arts, Culture and Architecture
  • Approximately 150 scholarships and more than $750,000 awarded to area students each year

Types of Funds

Heritage Fund offers a wide range of fund types to accommodate a donor’s particular passion or charitable intent as well as address the needs of our community;

Designated Funds – Donors designate specific not-for-profit organizations to receive grants.

Donor Advised Funds – Donors recommend non-for-profit organizations to receive grants.

Field of Interest Funds – Donors select charitable interest areas to receive grants.

Scholarship Funds – Donor gifts provide scholarships with specific criteria.

Agency Designated Funds – Funds established by an organization or donor for the benefit of an organization.

Personal Foundation Funds (a type of donor advised fund) – For donors looking to practice strategic philanthropy at the highest level.

Learn More

Ready to get started? Questions? Contact us!

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