Key Considerations:

Increasing Interest in Philanthropy:
An ever-increasing number of families are making philanthropy a central part of their tax, financial and estate plans.

Confidentiality:
A Fund at the Community Foundation offers maximum privacy advantages over both a Private Foundation and the establishment of a 501(c)(3). All contributions and Fund data can be held in the strictest confidence if desired.

Contribution Flexibility:
The Community Foundation can accept and hold a wide array of asset types.

• Cash
• Trust Funds
• Retirement Plan Assets
• Real Estate and Tangible Property
• Royalties
• Life Insurance
• Non-Profit Endowment
• Corporate Matching Gifts Program
• Securities
• Business Interests
• Private Foundation Assets

Simplicity and Efficiency:
A Fund at the Community Foundation enables your clients to create a named Fund and enjoy maximum tax advantages and philanthropic flexibility.

The Community Foundation is a Resource:
With professional staff and a representative volunteer Board of Directors, the Community Foundation has years of collective experience in philanthropy and we can serve as a resource to you.