FUND TYPES

Would you like to start a named fund at the Adams County Community Foundation?

Contact the ACCF anytime for a no obligation appointment to learn how your gift can make the greatest difference.

260-724-3939 / accf@adamscountyfoundation.org

Below is a brief overview of the fund options available through the ACCF.

ENDOWED FUNDS

For GOOD, For EVER

Endowed Funds are forever-giving funds. The money comes into the ACCF and stays with the ACCF forever. This money is invested (60% stocks / 40% bonds with 10% variance). Only a portion (typically 4-5%) of the earnings will be used for the distribution.

This fund experiences a 1% fee. The majority of the ACCF 310+ funds are endowed.

PASS-THROUGH FUNDS

For GOOD, For A WHILE

Pass through funds are temporary funds. The money comes into the ACCF and within an agreed amount of time, the fund is spent down to zero. This fund experiences a 2% fee.

LEGACY FUNDS

For GOOD, For the FUTURE

This fund is established through the estate planning in the donor's final will. The donor has the option of establishing an endowed or pass-though fund. The ACCF may not learn of this bequest until the reading of the donor's will. When possible and with the donor's permission, it is helpful for the ACCF to learn of this directive prior to the maturity of the will, so the donor's wishes and details are followed.