Private Foundations

Donor Advised Fund Option
Create tax advantages and open a whole new set of charitable options by establishing a Donor Advised Fund with us. Use a Donor Advised Fund to complement an existing private foundation and gain access to all of our donor services. Plus leverage a number of other benefits, including:

Excise Tax Planning. Contribute additional qualifying distributions to a Donor Advised Fund, and reduce excise taxes on realized gains and earned investment income.

5% Payout Solution. Gain flexibility in your grant-making plans by making your 5% IRS payout requirement to a Donor Advised Fund.

Keep Grantmaking Private. Information about private foundations is readily available for public inspection. Use a Donor Advised Fund to anonymously achieve a charitable goal.

Conversion Option
Give your family's philanthropy the gift of time by converting your private foundation to a Donor Advised Fund. We will take care of the time-consuming administration and legal responsibilities while you enjoy all the flexibility of a private foundation, access to a suite of donor services and the added benefits of:

Reduced Costs. Tap into expert resources that streamline investing, grant-making, accounting, and tax filings over hundreds of family philanthropies for economies of scale.

Greater Tax Benefits. Receive greater tax incentives on future gifts, such as fair market value deduction of closely held stock contributions and higher AGI deductibility thresholds for cash and publicly traded security gifts.

More Giving Time. Enjoy the time you save by focusing on your philanthropy and making a difference in the organizations, issues, and communities that are personally most important to you and your family.

Consulting & Management Options
Focus more on your charitable vision, and less on administrative tasks and regulations with a suite of services designed to give valuable time back to the creators, families, and directors of private foundations. Here are three ways in which we can help you gain leverage for your giving:

Strategic Design and Focus: Our staff can provide in-depth research, and explore key area trends and historical grant patterns. We can also follow up on end-of grant reports and present evaluations.

Grant Management: We can handle all grant inquiries, filter unsolicited grant requests, accept and review grant proposals, conduct required due diligence, issue grant checks, and process denial and award letters.

Board Preparation: Our staff can arrange board meeting schedules, agendas, and location, prepare the board book and minutes, create grant summaries and recommendations, and handle all communications.

Foundation Giving Services

Your Team, From Inspiration to Impact
You want the best results from your philanthropy. The Community Foundation has the knowledge, skills, experience, and technology to help you achieve your charitable goals today and for years to come.

Our resources are designed to make the process of giving simple, and our expertise ensures that your gifts have the ongoing impact you seek. Our expert staff will provide personalized solutions to help you define and achieve your charitable goals at every step.

Exploring and Planning
We will work with you to:

Create a charitable strategy with expert ideas on how to best reach your objectives and be more effective with your grantmaking
Arrange site visits to organizations under consideration
Research and report on organizations serving your areas of interest
Turn your philanthropy into a favorite family tradition

Making it Happen
Because giving should be easy and convenient, we offer:

Turnkey administrative services
Screening for grant requests and conduct due diligence
Online fund access, so you can review contributions, income, balances, and make grant recommendations any time

Evaluating the Results
What's working … and what could be improved? We will help you:

Determine the impact of your fund's grants
Advocate for your philanthropic objectives
Team with other donors to leverage the results you want to achieve
Steward your fund's grants in perpetuity to ensure ongoing effectiveness