YOUR FUND, YOUR STORY

Welcome to the Fund Advisor Guide, complete with resources to help you use your fund, as well as tools to inspire you to build your own story of charitable giving. This community foundation is your community foundation, and the team at the Community Foundation for the Fox Valley Region is honored to serve you.

Welcome!

Thank you for making the decision to support our community by establishing a fund at the Community Foundation for the Fox Valley Region. Whether it is a gift that helps someone tomorrow or well into the future, your generosity will impact many and help our community flourish.

YOU AND YOUR GIVING

This community foundation is your community foundation.

[This is where a new fund advisor or even an existing fund advisor would go through a series of “worksheets” to create their own giving story, leveraging pieces of the TPI workbook that you think are best.]

RESOURCEs, forms, and links

This is where you will link to the various places a fund holder can go on your website to get the information they need on the more mechanical aspects of having a fund and to take care of routine transactions and updates.