Designated Funds:

Donors create this endowed fund to benefit one or more specific charitable organizations who receive scheduled annual grants.  Donors may select the fund name. This scheduled and automatic grant making can continue for as long as there is a balance in the fund. Some donors use designated funds as a tool in their legacy planning process. Establish a fund now, name it in a trust to be funded with assets after death to continue supporting organizations well into the future.

Also a great tool when considering a purpose for a required minimum distribution from an IRA! Call us to learn more!

Example: Create a named fund where half the annual percent spend is granted to your church and half goes to your favorite local charity, automatically.

HERE is a quick glance at this fund type!


Contact the Bartlesville Community Foundation today!

Click HERE, call 918.337.2287, or visit us at 208 E 4th St. Bartlesville, OK 74003