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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

Proven Financial Management:

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.

Ready to get started? Questions? Contact us!