Helpful guides, resources and communication samples for your component fund to use. For more information about these or other resources, contact Kim Embretson, vice president of development, or Sheri Booms Holm, communications director, at 800 739-2239.
This is the basic sample agreement needed to set up a donor advised fund. A donor advised fund is established by a single or family donation to meet the philanthropic interests of an individual or family.
This is the basic sample document needed to establish a component fund that will address the needs of a broad field of interest, or community. These funds are typically established by a group of volunteers who are interested in a community, or regional topic like a lake environmental qualtiy.
This is the sample basic document needed to establish an agency component fund. These funds are set up to manage an endowed fund for a specific agency or non-profit. The agency raises the money and then donates it to West Central Initiative to invest with their endwoment and manange grant distribution.
The guide identifies the various ways individuals, companies and charitable organizations can utilize WCI component funds to meet specific philanthropic objectives. The guide explains how each type of fund operates, how to establish a fund, how WCI manages the funds, plus provides operational guidelines and policies, investment options, and current service fees.
You may download the Component Fund Guide below. The report is in pdf format and can be downloaded using Adobe Acrobat Reader
The commitment card is in MS Publisher format. It is best used for large gifts at a personal visit with a donor. There are no suggested amounts on the card. If used for multi year pledges, additional information will be added to indicate the length and timing of the pledge.
Phonathons are a good way to reach a few hundred people to request gifts for a component fund. A phonothon must be carefully prepared or donors will reject the caller as a telemarketer. These documents will help you prepare the prospective donors for your call and increase the reponse rate compared with direct mail requests.
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