Designated funds

Helping local organizations sustain and grow

Establishing a designated fund allows you to support the good work of a specific organization that has touched your life. In addition to providing essential funding, your gift also provides planned giving and investment management services of Kern Community Foundation. Endowing the designated fund establishes a long-term funding source for a particular organization.

Donors: support an organization important to you

Because we handle the details of managing the fund, the nonprofit organizationís staff is freed up to focus on its mission. Kern Community Foundation can accept a wide range of assets, including gifts of appreciated stock or real estate. You can add to the fund at any time. If the organization you select ceases to exist or changes its mission, the fund can be redirected so that it continues to address your charitable intent.

Nonprofits: establish your own endowment

Nonprofit organizations can establish their own designated fund or agency endowment at Kern Community Foundation. Itís a simple and efficient way to build an endowment and help create sustainability for your nonprofit organization. Our experienced staff can help your organization develop planned giving programs and assist with investment management and administrative details.

Establishing your organization's endowment at the Community Foundation ensures donors that the endowed fundís principal will not be spent and can grow over time, providing a source of lasting support. The Community Foundationís economies of scale provide your organization the benefits of a diverse investment portfolio and low investment fees that typically come only with very large funds. Your organizationís regular donors can leave a bequest through Kern Community Foundation to benefit your organization forever and create a personal legacy. 

Wondering what to give? Weíre always happy to discuss the most tax-efficient, cost-effective gift options.