ESTABLISH A FUND

Heritage Fund offers a variety of tools to help people achieve their dream of making a difference in the community they call home.

Heritage Fund offers a wide range of fund types to accommodate a donor’s particular passion, charitable wish and level of involvement and address the broad needs of residents of Bartholomew County.

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Because we believe each donor presents a distinctive vision of philanthropy, various types of funds are available to reflect the desired interest and level of involvement.

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• Designated Funds – Donors designate specific not-for-profit organizations to receive grants.

• Donor Advised Funds – Donors recommend non-for-profit organizations to receive grants.

• Field of Interest Funds – Donors select charitable interest areas to receive grants.

• Agency Designated Funds – Funds established by an organization or donor for the benefit of an organization.

• Scholarship Funds – Donor gifts provide scholarships with specific criteria.

• Non-Endowed Funds – Funds established by donors to direct pass-through giving to other organizations.

• Project Funds – Funds established to assist with community projects.

Fund Options Information Sheet