How to use your funds

About making disbursements

As a fund advisor, you have the authority to make payments for expenses in accordance with its charitable purpose. The following IRS regulations govern these disbursements.

To make a disbursement from your fund, we must receive a written request signed by those authorized in the fund agreement to request disbursements.

Request disbursement online
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About fundraising

Fundraisers are an important way for you to raise the assets of your fund and increase its power to do good things. If you are planning a fundraiser, inform Excellence at least 60 days in advance. We want to help you get the most out of these events and help you follow important state, local and IRS regulations.

We can help you spread the word about your event through our enewsletter, Facebook, Twitter and online press room. Please email event details to Jessica van Diepen at

Because Excellence carries the 501c3 nonprofit status for your fund, it is important that the Foundation’s name is associated with your fund. When using your fund’s name in press or promotional materials, use this language: [name of your fund], a fund of the Foundation for Excellence in Mental Health Care.

About publicizing your fund

We are happy to help you publicize your fund when you are fundraising or at any time. Your success is our success!

About support as a fiscal agent

We can act as your fiscal agent for fundraising. Call Gina Nikkel to discuss fiscal agency arrangements or email

About accepting donations to your fund

We will gladly help you with any donations made to your fund. We can help you link to our donation page, process checks or other payments, manage pledges and provide acknowledgements. Please call Gina Nikkel about these and similar arrangements, 503.930.0349

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