Join our E-Newsletter:  

Creating A Fund

Instructions for Creating a Fund

Once you and your client have decided that Truckee Tahoe Community Foundation is the right place, setting up a fund now or by will/trust documents is easy.

  • Contact Ann Pridgen or Lisa Dobey at 530-587-1776 to discuss the types of funds your client is interested in creating.
  • Fund Agreement 2010 (181.11 kB download)
    Complete the Donor Advised Grant Fund Agreement.
  • As soon as the fund agreement is accepted by us, we will return a copy to you and your clients for your records.

Special Notes:

  • For funds with a purpose more specific than unrestricted charitable purposes, please discuss that purpose with TTCF's staff.
  • If your client is contributing stock, please ask to have stock transfer instructions sent to you.
  • For a Bequest, please contact us.

Please don't hesitate to reach out to us:

  • For information about how we can work with you to help your clients, contact Ann Pridgen, Director of Donor Engagement or Lisa Dobey, CEO at 530-587-1776.