Start a fund
Fund owners, school leaders, alumni groups, and community organizers can start here to prepare a fund that grows under the endowment umbrella instead of stopping at a one-time appeal.
Fund review is part of trust
The public site shows the steps and information needed first so fund owners know what the review team will look for before a fund is approved and shared with donors.
Review support from the endowment team
Fund attribution and donor receipts planned up front
Annual reporting expectations set before launch
Share the essential details about your fund. You'll add images and documents after creating your account.
What to prepare
Application preview
Fund name
Purpose statement
Owner or leadership group
Community or location
Target amount
Primary contact
Keep the story specific, the owner accountable, and the support model easy for donors to understand.
Review process
Start with a short fund brief so the review team can understand the community need and the long-term goal.
The team checks who is leading the fund, how decisions will be made, and whether the support model is clear.
Approved funds get a public-facing page with purpose, attribution, and reporting expectations before launch.
Once the fund is ready, donors can support it with a clear path for receipts, updates, and annual reporting.
Stewardship and reporting
The fund owner tells the story, but the fund still needs clear stewardship, annual updates, and donor receipts behind the scenes.
The review process is designed to keep the fund human and local while still meeting trust expectations for public giving.
Ready for the next step?
When the team reviews your fund, it helps to have the story, target, owner, and beneficiary focus ready in one place.
