INVEST
Establish a Fund
Turn Your Giving Into a Lasting Legacy
Create a charitable fund with the Greater Cabarrus Foundation and turn your values into lasting impact in Cabarrus County.
Whether you want to support a specific nonprofit, address a community need, honor someone you love, or involve your family in philanthropy, we can help you create a giving strategy that fits your goals.
The minimum investment to create a named fund is $25,000. However, the gift can be made over a period of up to five (5) years.
Which Fund Is Right for You?
Want your giving to address broad community needs?
→ Support grants responding to pressing needs across Cabarrus County.
Have a particular cause you're passionate about?
→ Focus your giving on areas such as housing, early childhood, healthcare, or food security.
Designated Fund
Have specific nonprofits you want to support?
→ Provide ongoing support to organizations you choose.
Want flexibility in your charitable giving?
→ Recommend grants to organizations over time.
Want to support a specific community or geographic area?
→ Pool resources and support local priorities through a community fund.
Frequently Asked Questions
Who Can Establish a Fund?
Any individual, family, business, nonprofit organization, civic group, or private foundation can open a fund.
The minimum investment to create a named fund is $25,000. However, the gift can be made over a period of up to five (5) years.
What Is the Process?
Establishing a fund is an easy, flexible, and effective way to make a lasting impact on the community and fulfill your charitable goals.
The process consists of:
Meeting with us so we can learn about your charitable goals, explain how it works, and help you select the type of fund that best fits your interests. You name the fund, determine its purpose, and, if it is a donor-advised fund, select the fund’s advisors.
The Foundation will prepare a fund agreement which is aligned with your philanthropic goals.
You will review and sign the fund agreement that is approved by the Greater Cabarrus Foundation Board. This agreement is the permanent governing document for your fund.
How Do I Get Started?
Contact Cam Cruickshank at 704-707-3228 / cam@greatercabarrusfoundation.org or complete the contact form below to schedule your initial meeting with us.
Connect With Us
We look forward to answering any questions you may have. Send us a message using the form and a member of our team will get in touch with you shortly.