EverGreen Fund

EverGreen Fund

Start a new fund or move your family foundation to an EverGreen Fund at LVCF

Lehigh Valley Community Foundation’s mission is to improve the quality of life in our region, to encourage collaboration among area philanthropists, and to serve as a source of information and expertise regarding charitable giving. Simply put, the Community Foundation connects people who care to causes that matter. Through your partnership with the Community Foundation, our region will benefit from your philanthropy in multiple ways.

The Community Foundation is proud to offer an extensive portfolio of services to families in the Lehigh Valley region who want to maximize the impact of their charitable giving. We support family philanthropy with research, provide grantmaking support, administrative services, networking, asset management, and philanthropic advising.

Let the Community Foundation Guide your Philanthropic Pathway with the Following Options…

EverGreen Fund | Start a new fund or move all or part of your family foundation to an EverGreen Fund at LVCF

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Impact Services | Contract with LVCF for grantmaking resources to support your existing fund or foundation

EverGreen Funds and Services | Your outsourced Executive Director & CFO

Focus on your family legacy while LVCF conducts all areas of fund administration, including:

  • Fiduciary oversight responsibilities
  • IRS filings
  • Financial audits
  • Check writing
  • Bookkeeping
  • Investment oversight

EverGreen Fund Requirements:

  • Minimum establishing gift of $1 million
  • 1.25% annual fee
  • At least 25% of grants support LVCF’s regional footprint

An EverGreen Fund includes LVCF’s Impact Services

  • Work with your dedicated Philanthropic Advisor to establish values and mission for your charitable giving
  • Simplify your grant application process through the use of our online grants portal (1 cycle/year)
  • Amplify your impact with LVCF’s deep insight into the nonprofit sector, experienced due diligence and evaluation, and extensive community knowledge on areas of interest
  • Network with other philanthropists and nonprofits in the area through exclusive events for fundholders

Not ready for an EverGreen Fund? | Use our Impact Services

Access the Community Foundation’s Impact Services option and procure only the assistance you need based on an annual fee-for-service and a one-time set-up fee.

Benefits of an EverGreen Fund & LVCF’s Impact Services

  • Reduce the administrative workload from creating & maintaining a foundation
  • Ease the burden of effective grantmaking
  • Create a sound, trusted succession plan to continue a family legacy
  • Access resources in an economically efficient way through economies of scale
  • Afford quality paid staff through LVCF that small- or medium-sized family foundations and/or charitable funds may not be able to support

ASK CARRIE | Ask me which type of fund is right for you and how the Community Foundation can help you create a lasting legacy and make a difference in the community….

Carrie Krug Nedick
Director of Donor Services
840 West Hamilton Street
Suite 310, Allentown, PA 18101
610 351-5353 Ext. 10
carrie@lvcfoundation.org