Establishing a fund at Waco Foundation is a simple process. The donor and Waco Foundation identify the desired parameters and the Foundation develops a customized fund agreement incorporating the donor’s intent. The fund is officially established once the agreement is signed and the funds are received by Waco Foundation.

How to Establish a Fund with Waco Foundation:

  1. Identify your charitable purpose. To whom would you like to give?
  2. Decide what type of fund you want to open.
  3. Name your fund.
  4. Sign a governing document (fund agreement).
  5. Choose an investment option.
  6. Make your gift.