Field of Interest

Open a Field of Interest Fund
The first step in opening a field of interest fund is submitting a completed fund agreement/instrument of gift. Scroll down to learn more about field of interest funds or call us at (562) 435-9033 and let’s discuss opening a fund.
Learn More about Field of Interest Funds
Overview
Field of interest funds allows donors to specify a broad category for funding and direct their gifts to a charitable area of interest.
- GIVE: Donors establish a fund by making an irrevocable, tax-deductible contribution.
- GROW: The fund is invested according to each donor's recommended risk tolerance.
- GRANT: The donor recommends grants to qualified charitable organizations throughout the United States.
Benefits and Services
- Grant administration and processing by LBCF allows for easy and hassle-free grantmaking.
- Highly personalized and flexible service tailored to your charitable and financial interests.
- The tax benefit is realized by the donor immediately after a contribution is made.
- An easy and secure online portal so you can view your fund balance 24/7.
- An array of investment options that are carefully selected and invested as part of a $3 billion portfolio, bringing you economies of scale investment results.
- Protective oversight of your fund provided by LBCF on a local and national level.
- Option to receive a list of qualified nonprofit grantees in your area of interest.
- Invitations to exclusive Community Foundation events with other donors and local nonprofit grantees.
- Knowledgeable staff with in-depth grantmaking and giving expertise.
- Quarterly statements show all investment, donation, and grant activity.
- Comparable rates and fees to other community foundations.
- Fees charged support philanthropic grants and programs in the Long Beach Community
- Available option to raise funds through the LBCF website.
Advantages of Opening a Field of Interest Fund
- No legal liability. The Community Foundation remains in full compliance with state and federal regulations as they relate to grants and contributions.
- Name your fund and issue grants in your fund’s name.
- Utilize this type of fund in your estate plan and leave your legacy.
- Be actively or passively involved in directing how the funds are used.
- LBCF makes a conscious effort to work with Long Beach-based organizations.
Complete Fund Agreement

Submit a completed fund agreement or request a fund agreement for electronic signature at info@longbeachcf.org.
Contact Us
Thank you for your interest in a field of interest fund held at the Long Beach Community Foundation. If you are ready to open a fund or need more information, fill out the form below and we’ll get back to you.