Setting up a family fund is a way to create a lasting legacy for your family and to meet the vital needs of the community. You can set up a fund in just a few simple steps:

1. Discuss your goals with your family and your professional advisors.

2. Decide what to give—cash, securities, real estate, etc.

3. Select issues and organizations that are close to your heart.

4. Meet with Minnesota Community Foundation staff to discuss your vision.

5. Choose a fund type: Donor Advised, Field of Interest, Designated, Scholarship or Unrestricted.

6. Complete the paperwork.

7. Select a name for your fund, either recognizing your family or the issues you support.

8. Send your gift to the Foundation for management and administration.

Call us at 651.224.0571 or 800.875.6160.
Or contact a member of our gift planning staff directly.