What Is a Charitable Checking Fund?

A flexible way to support the causes and organizations you care about most. You can use cash, stock or other assets to create a fund and qualify for an immediate tax deduction, and when it’s convenient to you, choose the charities you want to support. There is no minimum to open.

A Fund at the Community Foundation Will Help You Help Others

Key Benefits

Your fund is set up online with some simple paperwork and a charitable gift of any amount. You can manage your fund online or call our 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 additional charitable gifts to your fund at any time, and you have online access to your fund seven days a week, 24 hours a day. The Community Foundation can accept gifts of many types of assets, including cash, 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 – 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.

Open An Account Today

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Questions about individual Charitable Checking Funds or to open one for a group or organization, please contact:

Kate Biagi-Rickert, MSW

Director of Stewardship


[email protected]