Creating a fund with the Greater Lynchburg Community Foundation is very simple to do and can be achieved in a matter of a few hours. 

You can endow the fund now, or have the fund endowed via your estate at your death. 

Steps to establishing new fund: 

1. Determine the type of fund that best suits your charitable giving priorities.  

2. Determine what type of contribution you will make.  You can make a gift now, or plan to make a gift later through your estate.  

3. Determine which of our partners will manage the investment of the fund. You may choose between Bank of America, Truist, Wells Fargo, CAPTRUST, Flippin, Bruce & Porter, Pettyjohn, Wood & White, Inc. All of our partners are required to follow our investment parameters, which can be provided upon request. 

4. Complete a fund agreement, which we will provide based on the type of fund you choose. Depending on the fund type, the gift agreement may specify how grants can be made from your fund. 

5. Transfer assets of $10,000 or more to endow the fund. The fund will begin to make grants after it carries a balance of $10,000 or more for at least one year. 

Please call our office at 434-845-6500 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to get started or to learn more. 

It's Our Mission

The Greater Lynchburg Community Foundation works to solve our community’s greatest challenges by providing grants and scholarships, and by helping individuals, families, and organizations create their charitable legacy.

Get In Touch

  •   The Greater Lynchburg Community Foundation
      1100 Commerce Street
    Lynchburg, VA 24504
  •   434.845.6500
  •   434.845.6530 fax

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