Fund Options

As a professional advisor, you help your clients plan for now and the future. For some, those plans may include making gifts to an existing charitable fund or establishing a new fund. We offer a variety of fund options that may be of interest to your clients. Below is an overview of the fund options:

Advised Funds: Legacy, Gift & Express Funds
If a client is considering a charitable fund through which they and their family could support specific nonprofit organizations or projects, then an advised fund may be an appropriate choice. We offer three advised fund options including two that are not permanent funds.
Legacy Fund Policy
Gift Fund Policy
Express Fund Policy
Scholarship & Award Funds
If your client’s goal is to provide scholarships to worthy students, then establishing a scholarship endowment fund is the right option. Scholarship funds provide a unique way to honor or memorialize individuals as well as support the educational aspirations of others. The scholarship funds are as varied as they are generous. Please review the funds here.
Scholarship & Award Fund Policy Statement
Funds for Charitable Organizations
Charitable organizations may establish a permanent endowment fund that will generate an annual distribution back to the organization. Donors can also create a permanent endowment fund for a favorite charitable organization or make a gift to an existing endowment fund. You can learn more about the program here as well as review a list of the participating Lawton area nonprofit organizations.
Charitable Organization Endowment Fund Policy Statement