Set Up an Organization / Agency Fund

Create an Organizational/Agency Fund and Build a Sustainable Financial Future

The many advantages of an agency fund.

An agency fund helps nonprofit organizations and other organizations serving charitable missions, build long-term assets and serves as a home for reserve funds. Organizations that have agency funds enjoy low-cost investment options, donor services, nonprofit accounting service and third-party oversight of their assets. Plus, the nonprofit staff can access our expertise by connecting with our philanthropic advisors.

How an Agency Fund Works:

1. Quickly and easily set up an agency fund with one simple document.
2. Choose how to invest the fund’s assets.
3. The Community Foundation receives contributions from the agency to the fund, and the Foundation processes grants from the fund back to the agency.
4. Staff and volunteers who oversee the agency’s finances can view the fund balance, contributions, and grants 24/7 through an online donor portal.

To set up an agency fund, download and complete our Agency Fund Application PDF form and return to amyjordan@myhcf.org.

If you would like to speak with a Hudson Community Foundation representative to guide you through the process, contact our Amy Jordan at amyjordan@myhcf.org or 330-655-3580.