Tulsa Community Foundation (TCF) aims to make the creation of a fund simple, quick and cost-effective. The resources in this section offer everything potential and current donors need to set-up and advise a fund.
TCF works to help each donor meet his or her philanthropic goals. Learn the advantages ofchoosing TCF, including convenience and simplicity, flexibility and choice, tax advantages, professional management, public accountability, grantmaking assistance, optional recognition and philanthropic assistance.
Several questions must be asked and answered to ensure the fund creation is clear for both the donor and the foundation. Answering these questions before meeting with a TCF advisor will ensure an efficient process.
TCF offers a variety of funds, from the standard donor advised fund for an individual or family to programs for corporations to the more involved supporting organization. Each type of fund, along with the corresponding advantages and specifics, are outlined here.
TCF can accept almost any type of asset a donor wants to contribute. More information is available here on the financial specifics of a fund, including additional information on the common assets contributed and the fees assessed to each fund annually.
TCF offers six standard investment strategies – Money Market, Income, Conservative, Moderate, Aggressive and Passive Moderate. Each strategy includes particular targets for investment allocation, as well as advantages based on donors’ goals.
Excluding professional advisors from the fund creation process is never the goal of the foundation. Rather, TCF views advisors as key partners.