Establish a Fund

Complete the form below to get started. We will prepare a document for you to sign to finish the process. Or, make a 15-minute phone call to 661.616.2601 and we’ll help you in person.

Before you continue, please take a moment to review our current administrative fee schedule.

Contact Information

First name: *
Last name: *
Email: *
Phone:
Address 1:
Address 2:
City:
State:
Postal code:

I wish to establish a fund on behalf of my business/organization.
Yes No

If yes, please provide the business or organization name:

Charitable Preferences

The charitable issue(s) that is (are) most important to me are:

I make annual charitable contributions totaling $ to the following organizations:

I would consider supporting the following organizations with a planned gift from my estate:

Fund Information

I plan to name my fund:

The fund type that best suits my needs is:
Unrestricted Field of interest Designated Donor Advised Scholarship

Distributions should be made from this fund's:
Principal and income (non-endowed) Income only (endowed)

Regarding the investment vehicle for my fund, I will:
Use my own financial advisor Use the following investment allocation:

Long term mix (1): 65% equity, 35% fixed income Long term mix (2): 60% equity, 30% fixed income, 10% alternative Moderate mix: 45% fixed, 45% equity, 10% money market Conservative mix: 55% fixed, 25% equity, 20% money market Risk averse mix: 100% money market My own mix (should total 100%):

Equity %:
Fixed income %:
Alternative %:
Money market %:

If you are working with your own financial advisor, please enter his or her contact information here:

Name:
Email:
Phone:

*required field

Partners in Philanthropy

Hear stories of people like Dr. Vipul Dev, who are committed to making Kern a better place to live.

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