Donor Advised Funds

Donor Advised Funds are a simple, effective tool for making charitable donations.  You simply establish the fund, then make contributions and grant recommendations at your convenience.  Gifts are tax deductible at the time they are made to CREATE Foundation, even though distributions may be made in the future.  Record keeping and tax reporting are consolidated for the donor by CREATE.  CREATE donors have utilized their Donor Advised Funds to support their churches, public schools and universities, and countless non-profit organizations. 

Why Establish a Donor Advised Fund?
  • Simplify charitable giving
  • Support many charities through one donation
  • Consolidate record keeping and tax reporting
  • Make contributions at your convenience, then request disbursements throughout the years
  • Recommend grants on your own timetable, when it suits your needs
  • Make a difference by investing in your community
  • Click here to view a sample Donor Advised Fund Agreement

Want to make a disbursement from your fund?

  • Click here to print a Disbursement Form.
  • Complete the form and mail to CREATE Foundation, P.O. Box 1052, Tupelo MS  38802. 
  • After approval by the CREATE Board, your grant awards will be mailed to your designated charities.

 

CREATE recognizes the following people who have Donor Advised Funds


Anna Mize Adams & Paul Louis Adams Jack and Dana Foster Bobby & Minerva Moore Dorothy D. Ruff
Louis and Janice Aldridge Freeman Family Fund James Ray Davis, Jr. Joe Rutherford
Morgan and Renee Baldwin John and Sara Frances Hardy Thomas L. Stennis Audrey Schreiner
Alan and Marilyn Bank David and Sandy Henson Robert E. Weaver Mary P. Scott
Lamar & Sally Beaty Howard R. and Sara M. Hinds Bernice H. Weaver Robert H. Scott
Bob and Jane Black Nancy Ingram Rayburn Parks Crofton and Camille R. Sloan
Carolyn Boggan Charles & Joyce Johnston Stuart B. and Nancy W. Green Alice Stafford
Dan and Frances Brasfield Jo Ann R. Jones David M. Palmer Thomas L. Sweat
Elizabeth Ann Brown Mrs. E. L. Joyner M.E. & Leah McQueen George M. and Betty B. Taylor
Beryl Brunson Ernie and Jamie Joyner William H. Davis Nellah F. Taylor
John G. and Frances Burt Larry and Judy Kirk SB&K Advised Fund Joe Vann
Carl Bush Lane Furniture Industries Phil & Vickie Little Billie H. Wadlington
Fred M. and Katie Bush Howard & Sylvia Lenhoff Norman & Karen Isbell Harry and Ellen Walker
Byrne CPA Zell Long Dr. & Mrs. Richard Warriner Heywood and Sue Washburn
Carol Byrne M & A Family Advised Fund Sam & Mont Berry Lewis Whitfield
Chad & Mary Margaret Case Bobby P. and Barbara M. Martin Judy & Bob Davis Bailey B. and Gloria D. Williams
Frank Chiles Denotee and Ruth Martin Frank & Amy Davis Fayette & Mary Elizabeth Williams
Doug and Grace Clark Buddy and Lou Ann McCarty Bill & Sandra Eastman H. L. “Sandy” & Rosemary Williams
Mike and Julie Clayborne Robinson and Mimi McGraw Staggers Advised Fund Kenneth and Nancy Ann Williams
John A. Crawford, Jr. Guy and Susan Mitchell Patricia S. Lane W. T. and Nanette Williams
Billy and Catherine Crews Paul and Catherine Mize Larry G. Lane Future Educators of America
John and June Crews Ted and Lynn Moll Paul Thomas Dora Herring
Dalrymple Family Marshall & Daphne Montgomery Mr. & Mrs. Robert D. Pilgrim Nellah F. Taylor
William Hull and Bitsy Davis Joe Edd and Sandi Morris Dr. & Mrs. Huges Milam Julius M. Merrit
Albert and Carla Delgadillo Sam and Mary Pace Birthday Club Advised Alford and Shelia Bell
Gale and Jo Ann Denley William Raspberry Phil & Susan Morris Martha Fulton Wells
Kenny and Anna Dill James Hugh and Peggy Ray Franklin Corporation Melvin C. & Valerie Ray
Grace Baker Dirlam Jack Reed, Sr. Jennifer T. Monneyham Ann Jarratt
Paul Eason Jo Ann R. Jones Bobby G. Moneyham Mike Vance
John and Carol Elliott Aubrey & Ruby Katherine Patterson Joe K. Robbins, Jr. Charles Weahterly
Robert & Kathleen Seymour Katy & Clayton Stanley Rob & Linda Rice TFI/Ann B. Mitchell
Larry Brown Fund Dr. & Mrs. Fulton Thompson Rob & Linda Rice Robert & Elizabeth Buchberger
Joe and Kim Estess Greg and Lisa Pirkle Sara Stephens Lester Furr Sumners
The Larry Brown Fund Stuart P. Vance Stuart P. Vance Sam and Salley Agnew Fund
Jack and Mary Lib Francis R. W. Reed Company Anne J. Stephens
213 West Main Street- Tupelo, MS 38802 - P: 662-844-8989 - F: 662-844-8149