Organizational Funds | Cleveland Foundation

Organizational funds at the Cleveland Foundation offer nonprofits investment management, fundraising support and secure, tax-deductible online giving, with all earnings benefiting the organization.

Organizational funds at the Cleveland Foundation allow nonprofit partners to create an investment account that can serve their long-term needs and also receive services to grow and strengthen their fundraising and planned giving strategies. All gifts and earnings within an organizational fund will be restricted for the organization’s benefit only. The Cleveland Foundation provides all investment management and oversight, including all accounting and financial reporting.

We also offer our organizational fund partners secure online giving directly to their fund. All gifts are income tax deductible per current IRS guidelines and we provide gift receipts or gift acknowledgment letters to every donor.

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Benefits of Establishing an Organizational Fund

Organizational funds can serve as part of your nonprofit’s funding mix and its long-term growth strategy. There are several benefits to establishing an organizational fund with the Cleveland Foundation, including

Access to unique mission-aligned investment pools with competitive fees and proven strong investment stewardship
An assigned philanthropic advisor providing customized services, including access to the foundation’s philanthropy team, which has decades of legal, tax, grantmaking and development experience
Co-brand affiliation and partnership with the Cleveland Foundation

Planned giving expertise and services that can increase legacy gifts, leading to the long-term sustainability of your organization
As an extension of your team, your Cleveland Foundation philanthropic advisor can guide you on best practices such as on MOVES Management, annual fund, major gift outreach, leadership giving and capital campaigns

Make a Gift to an Organizational Fund