Our most popular fund is a Donor Advised Fund, which allows you to contribute assets now and later, as well as receive an immediate tax benefit. It then allows you to recommend grants to charitable organizations at any time. We require a minimum of $10,000 to start a Donor Advised Fund.
Philanthropy.
Donor Resources
Personalize your impact on the greater good today.
When it comes to identifying the best match for your philanthropic investments, consider us Cupid. With our finger on the pulse of the community, we can advise which nonprofits are most aligned with your goals and values, while ensuring an easier transaction for you and the beneficiary. Tax benefits and warm fuzzies guaranteed.
DONOR ADVISED FUND
FIELD OF INTEREST FUND
A Field of Interest Fund is designed for multiple donors who would like their contributions to benefit a particular area of interest, type of organization, community issue, or geographic area. We have multiple Field of Interest / Community Impact Funds that accept donations. Click here or click the donate button at the top of our website to learn more about our Community Impact Funds.
SCHOLARSHIP FUND
Scholarship Funds can be used to memorialize a family member or support your personal interest. The fund provides educational opportunities for students attending high school, college, university, or vocational schools. You may designate a field of study and choose the eligibility requirements. We recommend a minimum of $10,000 to start a Scholarship Fund.
PLANNED GIVING
The Community Foundation can help you maximize strategic investments now and into the future for the benefit of your family and your community. Your legacy is in good hands with the Community Foundation managing bequests, life insurance payouts, retirement plan gifts, charitable IRA distributions, and much more.
FINANCIAL ADVISORS
The Community Foundation welcomes the opportunity to partner with financial advisors to assist in meeting the charitable investment goals of their clients. We have multiple resources to work alongside advisors to achieve desired investment outcomes, while benefiting the greater community.
Resources for Advisors
DESIGNATED FUND
The Community Foundation offers donors the opportunity to support Designated Funds for the benefit of your favorite nonprofits in perpetuity or over a set number of years. You select your nonprofit beneficiaries upfront, putting your charitable donations on autopilot. Beneficiaries cannot change once the Designated Fund is established; however, we can help you achieve your philanthropic goals with thoughtful consideration in advance. Designated Funds are eligible to receive Qualified Charitable Distributions (QCDs). Designated Funds can also be set up on behalf of an organization the holds an Agency Fund with the Foundation.
IMPACT INVESTING
The Community Foundation offers strategic donors the opportunity to join our Impact Investing Circle, a revolving loan fund called LAUNCH. Using philanthropic dollars, we partner with First SW Bank and First SW Community Fund to structure low-interest loan packages that will ensure nonprofits have the resources needed to succeed. This flexible capital can be used as seed money for a bridge loan, a capital project, an emergency response loan, and more. Impact Investing provides nonprofits better terms than they might get from traditional banks. As the loan is paid back, this return on investment will cycle philanthropic dollars through multiple projects. An impactful community win-win.
START A FUND
If you are interested in starting a fund with the Community Foundation, please take a look at the resources below and contact us at 970-375-5807 today.
