We want to help connect you with the causes you love!

Make a Fund Distribution/Grant Request

Requests for distributions from your donor advised fund can be emailed directly to Foundation staff at [email protected] or feel free to stop by our office during regular business hours. Please find the downloadable Fund Distribution form on the right.

Here are a few Fund Distribution Guidelines for your convenience:

  • The minimum request must be $100, and it is strongly encouraged for fund distributions/grants to be $500 or larger.
  • Fund distributions/grants less than $5,000 are accepted and processed on an on-going basis.
  • Fund distributions/grants at or more than $5,000 require Board approval and need to be received by the 12th of the month for processing and approval at the monthly board meeting on the 4th Tuesday of the month.

What is a Fund Distribution request?

A fund distribution request is made by advisors who hold donor-advised funds at the Foundation. What is a donor advised fund? A simple, flexible and tax-efficient way to give to your favorite charities.

How a Donor-Advised Fund Works

Make a Donation

Grow the Balance

Support Charities

Want to learn more about a Donor Advised Fund or how to start one? Contact Nancy Brown, CFRE, President/CEO.

Email: [email protected]
Phone: (507) 454-6511

Fund Holder Expense Request

This form is for our Fiscal Sponsored agencies to request payment of expenses and is located in the Forms box on the right of this page. Bills are paid once a month and need to be received by the 12th to be paid within the same month or they will be held for next month.  Please include original invoices with this request. Please make copies of the original invoices for your file. Contact Sara Brandon, Finance Director, at the Foundation for any questions.

Email: [email protected]
Phone: (507) 454-6511

Distribution Forms

2020 Fund Distribution (DOC)
2020 Fund Distribution (PDF)

Expense Forms

2020 Request to Pay Expenses (DOC)
2020 Request to Pay Expenses (PDF)