What is the process for establishing a fund at The Key Biscayne Community Foundation?
Call Ximena Antunez de Mayolo at the Foundation. We will talk to you about your goals to ensure that we understand your intentions and then will prepare a simple fund agreement for your signature. When the agreement is ready to be signed, you then transfer to us the assets to open the fund. You may write a check, transfer money or stock by wire, or physically deliver a stock certificate to complete the transaction. In the case of physically delivered stock or stock certificates, we will also ask you to sign a stock power to facilitate the transfer. We can also accept gifts of other kinds of assets, such as real estate, but the process takes longer.
Related Questions
- If the Foundation successfully establishes an endowment fund to take care of the Park will the town cease to support the Park financially?
- What is the process for establishing a fund at The Key Biscayne Community Foundation?
- Can I establish more than one type of fund at The Key Biscayne Community Foundation?
