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Setting Up a Fund

Are you ready to put your client’s ideas into action? In five simple steps, your client’s charitable journey with WCF can begin.

Step 1: Choose a type of fund

We offer six types of funds at the Wichita Community Foundation. The Find Your Fund quiz can help determine how WCF can help your client meet their charitable intentions.

Step 2: Decide what type of gift to make

We accept a variety of assets – both current and through planned giving, including cash, real estate, wills and revocable trusts and much more.

Step 3: Determine the longevity of the gift

After your client decides what type of fund they’re interested in, they must determine whether the gift (with the exception of an Unrestricted Fund gift) will be endowed or non-endowed. We’re happy to help your client decide whether they want the gift to last forever, or if their intention is to make an immediate, yet short-term, impact.

An endowment means WCF invests the capital and only the interest generated from the investment is used to issue grants. The initial investment is never touched, ensuring that the gift is a permanent source of funding for our community.

A non-endowed fund utilizes the donated capital in its entirety.

Step 4: Set up a fund

Once your client has selected a fund, we will finalize the process through our fund agreement forms.

Sample Fund Agreements

Supporting Documents

Step 5: Contact our staff

Once you and your client have reviewed a sample fund agreement, contact us. We look forward to exploring the possibility of working together to better serve your clients.

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