Setting Up a Donor-Advised Fund

Setting Up a Donor Advised Fund is as Easy as A-B-C

You complete:
A - Donor Agreement: Read and sign Donor Agreement. Then fill out donor application form.
B - Grant Recommendations: Complete Grant Recommendations form and sign.
C - Contribution: send a check or authorize your broker to transfer specified assets from your brokerage account. (Minimum contribution: $10,000 for corporations; no restrictions on subsequent contributions or minimum balance requirement.) To contribute other forms of property, contact SCF for transfer instructions.

Recommending Grants to Charities is Easy

SCF will send you a Grant Recommendation form. Simply return the completed form to SCF by fax or mail, and SCF staff will promptly process the grant requests.

Add Advisors/Recommend Final Grants

As part of your agreement, you must indicate who is authorized to make grant recommendations to SCF. You can name additional advisor(s) for your fund to serve with the donors, name successor advisor(s), or make recommendations for the final distribution of your fund by completing a Program Options form and sending it to SCF. Contact SCF for this form.

Donor-Advised Funds Agreements and Documentation

Corporate Donor-Advised Fund Agreements (pdf)
Individual Donor-Advised Fund Agreements (pdf)
Policies and Procedures (pdf)

Current St. Croix Foundation Donor-Advised Funds

A few current St. Croix Foundation Donor-Advised Funds:
Bartner Fund
Christiansted Restoration Fund–Denali Asset Management
Foundation Scholars Fund
Gifted and Talented Fund–Denali Asset Management
Gallows Bay Hardware Fund
Matt Miller Fund–Youth Philanthropy
T.E.A.M. Education Fund
VIPD Public Safety Fund—James River Capital Corporation