Create an Organizational/Agency Fund and Build a Sustainable Financial Future
The many advantages of an agency fund.
An agency fund helps nonprofit organizations and other organizations serving charitable missions, build long-term assets and serves as a home for reserve funds. Organizations that have agency funds enjoy low-cost investment options, donor services, nonprofit accounting service and third-party oversight of their assets. Plus, the nonprofit staff can access our expertise by connecting with our philanthropic advisors.
How an Agency Fund Works:
- Quickly and easily set up an agency fund with one simple document.
- Choose how to invest the fund's assets.
- The Community Foundation receives contributions from the agency to the fund, and the Foundation processes grants from the fund back to the agency.
- Staff and volunteers who oversee the agency's finances can view the fund balance, contributions, and grants 24/7 through an online donor portal.
To set up an agency fund, download and complete our Agency Fund Application PDF form and return to firstname.lastname@example.org.
If you would like to speak with a Hudson Community Foundation representative to guide you through the process, contact our Amy Jordan at email@example.com or 330-655-3580.