Establishing a Master Trust

The Master Trust Starter Kit contains all of the forms and instructions necessary to establish a new third-party discretionary Master Trust. It includes:

You can view our 2024 Joinder and Deposit Processing Schedule here.

Community Fund has partnerships with four Ohio nonprofits: Jewish Federation of Cleveland, Hattie Larlham, ADD, and The Arc of Ohio.

One of the following Joinder Agreements should be used if the person establishing the Master Trust wishes for the named organization to receive trust funds at the death of the Beneficiary:

Information Sheets