Establishing a New Named Fund

When a new named fund is created, three copies of the governing document for the fund will be prepared by CFO. Those signing the document will include:

  • The donor
  • The President of the Board of Governors of the Affiliate Foundation
  • The Chairman of the Board of Directors of the Community Foundation of the Ozarks

After all three parties have signed the documents, an original copy will be given to each for their files.

For information on fund types, please see our annual report. CFO staff will assist with the education of a prospective donor, when requested.