Jefferson County Community Foundation

Our due diligence is to make all of our funds and fund agreements transparent and accessible. Because of our attention to detail, what appears complex on the surface is very user friendly. We are here to help make things easier for you, so don't hesitate to call with any questions you may have.

Types of Funds/Fund Agreements

Types of Funds (PDF)
Fund Matrix (PDF)

Community Endowment Fund Agreement (PDF)

Administrative Operating Fund Agreement (PDF)

Area of Interest Fund Agreement (PDF)

Designated Fund Agreement (PDF)

About Your Donor Advised Fund (PDF)
Donor Advised Fund Agreement (PDF)
About Your Donor Advised Endowment Fund (PDF)
Donor Advised Endowment Fund Agreement (PDF)
Donor Advised Fund Grant Recommendation Form (PDF)

Scholarship Fund Agreement (PDF)
Scholarship Guidelines (PDF)
Charter of the JCCF Scholarship Committee (PDF)
Scholarship Selection Committee Conflict of Interest Statement (PDF)

Giving Circle Agreement (PDF)
Giving Circle Host Agreement (PDF)

Why choose JCCF over an investment firm?

Some investment firms may charge less to manage your fund, but no part of their fee is returned to benefit our local community. Not so with JCCF. Half of the Foundation’s standard 1.75% fee charged on most of our fund types enables us to support our operations and fulfill our charitable mission, making a tangible difference close to home and benefiting the community you live in.

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