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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.

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.

  • 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


Establish a Fund Information

Establish a Fund Frequently Asked Questions

Fund Options

We would love to help you with your philanthropic goals. If you would like to learn more about establishing a fund at Heritage Fund, please contact Director of Development, Kristin Munn.

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