Types of Charitable Funds

The Appleton Education Foundation manages a collection of endowment and temporary funds, created and sustained by contributions from hundreds of community members and area businesses.

Types of funds

A personal approach to giving; you recommend grants for educational interests that have special meaning for you | Donor Story

A targeted approach to giving; you choose one specific educational area (ie: school, subject, etc.) to receive ongoing support | Donor Story

A focused approach to giving; you support a broad educational area but allow the Appleton Education Foundation to select projects or programs that meet your giving goals | Donor Story

A fund to help students succeed in post-secondary education opportunities; you determine the criteria required for students to apply | Donor Story

How Much Do I Need?

A minimum of $10,000 ($15,000 for scholarships) is required to begin grantmaking. However, a Future Fund can be started with a minimum of $1,000.

How Long Will The Fund Last?

You decide the time frame for your giving. Many donors choose to create a permanent endowment to support their favorite causes in perpetuity with a gift of $10,000 or more ($15,000 for scholarship funds). An endowed fund may distribute up to 4.5% of its asset value each year. The balance remains invested for future years. If a permanent endowment does not suit your charitable goals, you may establish a non-endowed fund. Grants may be awarded from the fund in any amount, and at any time.

How do I start a fund?

Contact the Appleton Education Foundation office at 920.832.1517 or email to schedule a meeting with a staff member to discuss your goals for promoting a particular area of educational interest and how a fund can help you accomplish them.

Please note, as a supporting organization of the Community Foundation for the Fox Valley Region, AEF is not eligible to receive a Qualified Charitable Distribution (QCD) from an IRA. A direct transfer to AEF is therefore treated as a taxable withdrawal from an IRA, which may qualify for a charitable deduction. To learn more or talk about other giving options, please call us: 920-832-1517.