New funds may be opened at any time during business hours once CFAAC receives both a fully executed fund agreement and an initial contribution in the form of cash or non-cash assets. To ensure your new fund is established within the 2025 calendar year, all materials and contributions must be received by December 31, 2025. For details, please contact John@cfaac.org or Jen@cfaac.org. 

Tax-smart options such as appreciated stock, QCDs, or bequests are all strong ways to open a new fund.