Open Excellence is the Foundation for Excellence in Mental Health Care. We are excited to announce the launch of our redesigned website and new look. Come check it out, and join us as we work to bring excellence to the practice of mental health care.

Ways To Give

Incubator Funds

When you want maximum involvement, flexibility and growth, consider an incubator fund, a type of donor-advised fund that allows you to combine monies and effort to drive your vision for change.

Our dedication to reforming mental health care and our recognition of the need for innovation in the field led us to embrace one of the most exciting and flexible fund types, incubator funds. These support the development of donor-directed, nonprofit social enterprises.

More Infor
  • Incubator funds should bring out the entrepreneur in you. They let you do more with your fund than any other type of charitable financial instrument.

About Incubator Funds

This is the tool to use when you want to take an active part in developing your vision for improving mental health outcomes. With this type of fund, you can grow an entire organization and ultimately spin it off as its own 501c3. We can help you develop a business plan for your incubator fund.

We make investing in a charitable initiative easy by supporting you through IRS and legal regulations, freeing you to focus on the launch of your event, project or organization.

You can make contributions to the fund whenever you wish, recommend grants whenever and to whomever you wish, and receive an immediate income tax deduction each time you add assets.

Minimum to open an incubator fund: $100,000.

When to choose an Incubator Fund

Incubator funds are an exciting way to leverage your personal involvement and create an entire organization, event or initiative.

Unlike private foundations (required to distribute 5% annually), there are no minimum distribution requirements, and the level of maximum distributions – down to zero – allows for grants large enough to support substantial launches. Alternatively, you can let the fund grow until you are ready to recommend grants.

How to make grants

  • Suggesting Grants. Send us the name of any nonprofit organization whose mission is consistent with that of FEMHC and to which you wish to make a grant. Submit the information in writing: the name and address of the organization, the amount of the proposed grant (minimum $100) and how you would like to be acknowledged. Please let us know if you wish the grant to go to a special purpose at the nonprofit. Otherwise, we will assume that the grant is for general support and will notify the recipient organization that there are no restrictions on the gift.


  • Grant Recipients. We are responsible to the Internal Revenue Service for grants made by your donor-advised fund. Our board of directors has final discretion over all grants made and will check to ensure that it is designated as a recognized charitable organization within IRS guidelines. The IRS requires that the organization be a public charity as defined in Sections 501c3 and 509a of the Internal Revenue Code. If a recommended organization fails to meet IRS requirements, IRS rules prohibit FEMHC from awarding your recommended grant. In some cases, we may contact an organization for additional information about its mission and purpose. We will contact you directly if an eligibility question arises. You may recommend a grant to any public charity located in the United States whose mission is compatible with that of FEMHC. Although we cannot distribute grants directly to foreign charitable organizations, we can make grants to U.S. public charities that fund and support foreign charitable activities.

  • Grant Processing. Approved grants are normally paid out within one week of receiving your recommendation. We make every attempt to provide prompt service and to respond quickly. There may be an occasional delay if we are unable to verify the charitable status of the organization or if the grant is over $5,000. FEMHC sends you a notification when a grant recommendation is approved and the grantee is paid. We also send a letter and a check to the recipient organization; the letter includes the name of your donor-advised fund and your name and address (unless you request anonymity) so that the organization can thank you directly. If you are making a donation in honor or memory of a friend, colleague or family member, let us know and we will inform the organization receiving the grant. If you supply the address, we will also send a note to the person you are honoring. Processing and notification typically takes a week. The large number of grants made at year’s end often require more time to process.

  • Restrictions. The IRS places a number of restrictions on the use of grants. IRS regulations prohibit donor-advised funds from awarding grants to:

    • purchase tickets to fundraisers or benefit dinners (including any portion of the ticket above the cost of the event)
    • fulfill memberships that have any tangible economic benefit for donors, advisors or related parties
    • support a specific individual
    • fulfill personal pledges
    • secure personal benefits for donors, advisors or related parties
    • support political campaigns or lobbying
    • make grants, loans, compensation, expense reimbursements or similar payments to donors, advisors or related parties

    For these reasons, grants are sent directly to the organization. Our goal is to help our donors accomplish their charitable objectives within all federal and state regulations. If you have any questions about eligibility, please email

Compare Your Options

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.

Private Foundations
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.

Administrative Fees
The fees you pay help us work together to change mental health care. For a complete description, click here.

Contact Us

(503) 816-5676
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