The information requirements are minimal, designed to make the process simple:
For Individual Funds:
- Your name and contact information
- Type of fund you’d like (Donor Advised, Designated, Field-of-Interest)
- Initial contribution amount
- If Donor Advised: Your charitable interests and any successor advisors
- If Designated: The specific ministries you wish to support
- If Field-of-Interest: The broad area of ministry you want to support (e.g., Lutheran education, missions, social services)
For Organization Funds:
- Organization name and contact information
- Tax ID number (EIN)
- Information about your ministry’s mission and programs
- Initial fundraising plans
- How you’d like endowment distributions to be used
You don’t need complex legal documents or extensive financial records. We keep the process straightforward so you can focus on your charitable vision rather than paperwork.
