Fundholder Resources

Thank You for Your Partnership

Your generosity is helping create lasting impact across Southwest Indiana.

As a fundholder, you are part of a community of donors investing in stronger communities today and for generations to come.

Your Impact

Your Generosity at Work

Your charitable dollars help:

  • Strengthen local nonprofits
  • Support students through scholarships
  • Address emerging community needs
  • Build permanent charitable resources
  • Improve quality of life across Southwest Indiana

Not every gift is right for every donor. Our team can help determine the best option for your goals.

Our Commitment to You

We are committed to:

  • Honoring your charitable intentions
  • Providing excellent donor service
  • Offering philanthropic expertise
  • Managing assets responsibly
  • Keeping you informed about community needs and opportunities
  • Helping you maximize your impact

More Than a Fund Administrator

We help donors:

  • Explore charitable interests
  • Engage family members in philanthropy
  • Develop legacy plans
  • Identify community needs
  • Connect with nonprofit organizations
  • Structure complex charitable gifts

Legacy Giving

Your Legacy. Your Values. Your Impact.

Your generosity has already made an impact. Through thoughtful legacy planning, you can extend that impact for generations to come. Family philanthropy allows you to involve loved ones in your charitable vision, preserve your values, and ensure your giving continues well into the future. Explore legacy giving opportunities, learn about our Legacy Society, and discover how to include your fund in your estate plans.

Donor Events & Learning

Fundholders may be invited to:

  • Educational Workshops
  • Donor Gatherings
  • Community Conversations
  • Foundation Events
  • Philanthropic Learning Opportunities

Stewardship & Accountability

We provide:

  • Professional Investment Oversight
  • Independent Audits
  • Transparent Reporting
  • Strong Governance
  • Long-Term Stewardship

Get Started

Meet The Team Supporting Your Philanthropic Goals

Our Development Team is here to support donors and their families throughout their philanthropic journey.

Chief Development Officer

Aimee Stachura

Development Director

Savannah Linenburg

Daviess, Knox, & Pike

Development Director

Deanna Rhodes

Gibson & Posey

Development Director

Rachael Goldsberry

Perry & Spencer

Development Director

Sarah Wagner

Vanderburgh & Warrick

Get Assistance

How Can We Help?

Whether you’re recommending a grant, discussing a future gift, exploring a charitable strategy, or planning your legacy, our team is here to support you.