Investing in Owen County

CREATE YOUR OWN FUND
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The Owen County Community Foundation is your trusted partner in philanthropy. We have the expertise and resources to create a personalized vehicle to make your giving convenient to manage, cost effective and tax-advantaged.

OCCF also provides you the assurance that your gift will offer effective aid in a manner that honors your intent well into the future.

Steps to Create Your Own Fund

The Owen County Community Foundation exists to help caring people like you give back to the causes and community you care about most. We make giving easy and effective and can establish your fund in five simple steps:

1. Choose Your Passion

Do you want to impact Owen County students’ education? Increase our community’s health? Nurture the arts? We will work with you to select the field of interest, community cause or non-profit organization you want to support forever with your endowed gift.

2. Choose When to Give

Do you want to establish a fund today so you can witness its impact during your lifetime? Would you prefer to defer your gift through a will or other planned giving option?  Our staff works with you and/or your professional advisor to determine how you can best achieve your charitable goals while meeting your financial needs.

3. Choose What to Give

You can give cash, stocks, property, bequests and or a variety of other assets. Due to our years of combined experience, we are able to handle the most complex transactions and turn unusual gifts into community good.

4. Choose a Type of Fund

Your OCCF offers various types of funds to help you fulfill your goals: unrestricted, field of interest, designated, donor-advised and scholarship.  Each provides different degrees of participation and flexibility, but all allow you to partner with the Owen County Community Foundation to create greater good together. Click here to learn more about types of funds. 

5. Establish Your Legacy

The Owen County Community Foundation will walk you through the necessary paperwork to complete the creation of your fund and explain the investment and spending policies and other pertinent processes.  You’ll finalize any initial gifts to your fund and confirm your investment in the future of the Sweet Owen community you love.

Interested in starting your own fund?

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Janet Rummel
President & CEO

ceo@owencountycf.org

(812) 829-1725

(765) 481-8798

Contact us by calling (812) 829-1725 or email ceo@owencountycf.org