As an endowment, a designated fund endures forever; the endowment is never spent out. Our skilled Investment Committee provides your fund with the best investment options, and its structure as an endowment reassures donors to your fund that their gift is well managed and secured in perpetuity.
Minimum to open a Donor-Designated Fund: $100,000
Donor-designated funds are the method of choice when you want to ensure the long-term health of an organization about which you care deeply. Using a designated fund allows you to contribute to non-profits that are not prepared for endowment management.
If the designated nonprofit ceases to exist, loses its tax exempt status or changes its mission, Excellence can redirect the fund to support an organization or organizations that are as similar as possible to your original intentions. We are here to serve your philanthropic wishes and will always consult your current fund advisor should your funds need to be redirected.
We provide options you won’t find elsewhere: staff support and financial oversight for improving mental health care anywhere in the world through donor-advised funds that give you flexibility, influence and involvement. Our mental health focus and international scope are unique.
Regional/Local Community Foundations
Most have donor-advised funds for local use only and limited help in targeting mental health care.
To create a private foundation requires substantial assets and a dedicated administrative infrastructure.
Commercial Charitable Gift Funds
Available through banks and investment companies, comparatively less flexible.
The fees you pay help us work together to change mental health care. For a complete description, click here.
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
The Foundation for Excellence in Mental Health Care is a registered 501(c)(3) charity.
Donations to any of our funds are tax-deductible to the full extent of the law. Tax ID: 27-4682873. A copy of our latest 990 may be obtained here.
Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096