Based on the type of fund you establish, you may be able to stay involved in the good works your gift makes possible. You can recommend an area or organization you’d like your gift to support, or rely on Athens County Foundation’s experienced program staff to determine and address the areas of greatest need in our community.
An agency endowment is a simple and efficient way to build an endowment—and help create sustainability—for a nonprofit organization. Because it’s through the Athens County Foundation, the fund not only supports the organization but also provides planned giving and investment management services.
Establishing a donor-advised fund with Athens County Foundation is a way to stay actively involved by suggesting uses for your gift. You can work with staff to suggest grants from the fund – targeting the issues you care about most. Grants are made to organizations in the name of the fund (or anonymously if you prefer).
A field of interest fund targets grantmaking to an important area of community life. The ACF board awards grants to community organizations and programs that are making a difference in the area you select.
An unrestricted fund addresses a broad range of local needs—including ones that may not be known when your gift is made. This flexibility enables the Athens County Foundation to respond to the community’s most pressing needs, today and tomorrow.
A designated fund supports the good work of a specific nonprofit organization. Because it’s through the Athens County Foundation, the fund not only supports the organization but also provides planned giving and investment management services.
Scholarship funds provide crucial financial assistance to students pursuing higher education. By supporting these funds, donors enable deserving students to access educational opportunities and achieve their academic and career goals.
Fund Type | Fund Minimum | Annual Fees | Annual Spending Allocation | Endowed or Unendowed |
---|---|---|---|---|
Organization Endowment | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | 3.5% | Endowed |
Donor-Advised Fund | $10,000 | 1.5% to $500,000 or 1% for $500,000+ | Endowed, unendowed, or both | |
Field of Interest Fund | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | Endowed | |
Unrestricted Funds | $10,000 | 1.5% to $500,000 or 1% for $500,000+ | * | |
Designated Fund | $25,000 | 1.5% to $500,000 or 1% for $500,000+ | 3.5% | Endowed |
Scholarship | $25,000 | 2% to $500,000, *over $500,000 | Endowed |
*contact us for more information
Funds are pooled with other assets for maximum investment efficiency, returns, and results. Professional investment advisors and a qualified Investment Committee partner with the Foundation and are focused on growing your fund for the long-term.
Eleni Zulia
Program Director,
Operations and Engagement
mission | We build on the strengths of our community, advancing participation and collaboration to address longstanding challenges and pursue extraordinary opportunities.
vision | Everyone in Athens County is engaged and working together to ensure a healthy, inclusive, thriving community for all.
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