Your Journey

Our Philanthropy Team is ready to meet with you (and your advisors) to create a custom plan that maximizes return for the causes you love.

1 Let us help you find the right fund.

Your Gulf Coast Philanthropic Advisor will partner with you to determine the charitable fund that best aligns with your goals. For many active donors, this is a donor advised fund. Others may benefit from options that leverage a Charitable IRA Rollover, provide income to you or your loved ones, or are designed to create a lasting legacy. Together, we will help clarify the best path for you and your family. Explore our fund types above to see what may be a fit, and know that our Philanthropic Advisors are always available to answer questions along the way.

2 Identify the assets you’ll transfer to Gulf Coast.

You can fund your charitable giving using a variety of assets. If you are gifting appreciated stock, we often recommend a direct transfer to help mitigate capital gains tax. Your Philanthropic Advisor can provide transfer instructions for gifts of stock, checks, credit cards, or more complex assets. We will also work with you to identify an appropriate investment strategy for your fund, using either Gulf Coast’s investment pools or your own investment advisor.  

Gulf Coast’s Gift Acceptance policy is available upon request. Please email philanthropyteam@gulfcoastcf.org for more information.

3 Complete and sign a fund agreement.

This can be done in a matter of minutes, and you can name your fund to best reflect your charitable interests or to honor or memorialize the people, values, or causes that matter most to you.

4 Make your gift to Gulf Coast.

Once your assets are transferred, your fund is established.

5 Manage your fund online.

You will have access to Gulf Coast’s dedicated, secure DonorView portal where you can view your fund balance, track grants, and access important fund information at any time.

6 Experience the joy of giving!

Recommend your first of many grants and see your generosity come to life. Gulf Coast handles the administration so you can focus on what matters most: creating meaningful impact in the community.

Establishing Your Fund

Scroll through our fund types above or click below to see what might be a best fit for you.

Whether you are new to philanthropy or an experienced philanthropist, opening a charitable fund at Gulf Coast connects you to a community of donors committed to meaningful impact on the causes they care about. Our Philanthropy Team is here to help.

Difference