We Help You Simplify, Organize, and Maximize Your Philanthropy

What is a Charitable Checking Fund?

Opening a Charitable Checking Fund (CCF) is the simplest and quickest way to organize your charitable giving. There is no minimum contribution needed to open a CCF and no fee for this type of fund. Please note that we do not offer investment options for charitable checking funds, so there is no opportunity for the fund balance to grow overtime.

You can open your own CCF by completing the simple 2-page Authorization Form below. Completed establishing fund documentation can be emailed to [email protected] For questions about establishing a new fund, please contact us at 502.585.4649.

Complete the Simple 2-page Authorization Form

Key Benefits of a Charitable Checking Fund

Your fund is set up with the completion of our simple 2-page Authorization Form and a charitable gift of any amount. You can manage your fund 24/7 using our online platform or call our friendly staff for assistance. You won’t have to track numerous charitable contribution receipts for your tax records because you will get your tax receipt from the Community Foundation.

You can make charitable gifts to your fund at any time. The Community Foundation accepts gifts of many types of assets, including cash, check, credit card, stock, real property, and closely-held assets. Our professional staff is happy to work with your attorney or financial advisor to help you create your personalized planning strategy.

Your fund is just that: your fund! It reflects the causes and organizations you care about most – in the Louisville area and beyond. We’re here to offer individualized services and strategies to help you carry out your goals and suggest ways to increase your impact through donor communications, workshops, and special events.

The Community Foundation handles all the administrative tasks of achieving your philanthropic goals – from keeping track of your gifts and grants to sending you quarterly statements of activity – all with no administrative fee.

Questions about opening your own Fund?

Kate Biagi-Rickert, MSW
Kate Biagi-Rickert, MSW »
Director of Stewardship
502.855.6942
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