Opening a Fund

Helping your client get started

Establishing a fund at the Community Foundation of Greater Birmingham starts with determining your client’s charitable giving goals. Our staff works with the client’s chosen advisors, serving as a philanthropic partner to make the process as easy as possible.

We can work with you and your client to:

  • Determine the type of  fund best suited to accomplish your clients’ charitable giving goals.
  • Make a gift today or establish a future fund through a will or estate plan.
  • Choose the best asset for the gift, including cash, appreciated stock or real estate.
  • Choose a name for the fund, one that reflects the name of the family or the business or another meaningful name.

Contact Lora Terry  or Brooke Coleman to find out more about how the Community Foundation can work with you and your clients.