As a single source of information about the needs of the community, we know which organizations can most effectively meet those needs, and where charitable contributions can have the greatest impact–while also being the most tax advantageous.
We provide personalized service unique to a community foundation, as well as benefits that are typically found at commercial donor-advised funds such as a diverse investment portfolio and low investment fees.
Learn More about the differences between a Donor Advised Funds and Community Foundation
Donor-advised funds are a tax-advantaged, convenient way to organize your philanthropy, a great solution for:
A donor-advised fund is easy to set up, with a minimum opening gift of $10,000. Once your fund is created, you can recommend distributions from your fund to nonprofit organizations. We will do the rest, carrying out your charitable wishes.
You’ll have secure online access to your fund 24/7, and you will receive quarterly statements of fund activity. And when tax time rolls around, all you need is one receipt from the Foundation for your gift to your fund.
You can add to your fund at any time and in any amount. We can accept a wide variety of gifts: cash, securities, real property—even privately-held stock or partnership interests.
We look forward to discussing your goals and creating a plan that aligns with your charitable objectives and financial situation. We encourage you to include your legal and/or financial advisors in the conversation so your decisions about the fund integrate seamlessly with your financial and estate plans.
Have questions? Contact Lee Gagen