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Information for US Citizens
Information for
US Citizens


How you can Give:

Setting up an endowment fund and making ongoing donations at the Foundation is a simple process. CFPEI has established a 'user-friendly' approach which strives to makes it easy for donors to meet their philanthropic goals in those areas that most matter to them. The Foundation recognizes that for many people their charitable and philanthropic goals can be highly personal, reflecting one's values, hopes and traditions.

Individual donors are provided a range of endowment and giving options. If it is their wish, the donor can be directly involved in determining where the grants are to be awarded. Alternatively, they may have the Foundation make the granting decisions, but provide broad direction on how this is to be done through the Donor-Foundation Fund Agreement. As a prospective donor, you will have access to the Foundation's knowledgeable staff and caring board for timely, personal advice and assistance about your charitable giving goals and how best to meet them.


When a prospective donor wishes to establish an endowment or make a donation to a community cause or project, Fund Development Committee members and Foundation staff will take the donor through the following steps.
  1. Defining your Charitable Objectives and Goals
    What are your values? How can you support them?
    Do you wish to involve the next generation of your family?
    Would you like your fund to benefit several charitable organizations?
    Or will you focus on a specific philanthropic interest? (i.e. scholarship, arts, environment)

  2. Choosing the most appropriate funds
    Designated Fund
    Field-of-interest
    Donor Advised Fund
    Flow Through Fund
    CFPEI Administration Fund
    The Island Fund
    Hosted Organization Fund
    Future Funds
    Community Funds
    A more 'customized' option

  3. Determining the amount to endow and when
    Create a fund during your lifetime
    Create a fund through your estate planning process
    Determine the intervals at which you would like to contribute

    Note:Donors to CFPEI have numerous options for structuring their gifts; these might range from outright contributions to planned giving vehicles, each of which meet different needs and may offer tax advantages. Some of the options include:

    Gifts Made Through Trusts
    Gifts Made Through Wills
    Gifts of Cash or Appreciated Securities
    Gifts of Life Insurance
    Gifts of Other Property

  4. Naming the Fund
    Funds can be named for the donor or donor's family
    A legacy fund in memory of someone
    An anonymous fund - or a name that reflects the donor's purposes

  5. Preparing and Signing the Fund Agreement
    Once all the above details are discussed and fully agreed upon, CFPEI staff will prepare a written agreement containing all important details and instructions for final donor review and signature. CFPEI staff will ensure that the donor receives regular fund updates which will allow the donor to track the progress of the fund and the grants made from it.

Click here to see our various fund options

If you wish to contribute to an existing fund at the Foundation, or start a new fund, you may choose to give now or contact us at 902-892-3440.

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