Establishing a Fund

 

Setting Up a Fund is as simple as 1-2-3.

1. Determine How Much You Want to Give
2. Select Your Investment Option
3. Select Who Will Manage Your Fund

 

Call Us at 620.231.8897 to get started!

 

View the Types of Funds Chart and the Advantages of a Community vs. Private Foundation



Benefits of Having Your Own Fund

 

 

States across the country are experiencing an unprecedented transfer of wealth as estates change hands from one generation to the next. By 2020 in Kansas alone the transfer of wealth is estimated to be $79 billion, and will increase to $598 billion by 2064.

Many people designate their entire estate to their children. Since more people leave the communities where they were raised much of the inherited wealth leave, too. The Keep 5 in Kansas campaign promotes capturing 5% of the estate wealth which could be up to $4 billion going back to communities.