The True Value of your fund

As a fundholder with The Community Foundation, you will have access to a wide range of philanthropic advisory, investment, and fund management services tailored to meet your needs and to make the most of your charitable giving. Below is just a sampling of the robust services we offer:

+ Charitable Fund Management

  • Quarterly financial reports of your fund’s investment returns and grantmaking activity
  • Professional investment management based on decades of sound financial management and stewardship
  • Fund administration including bookkeeping, tax reporting, auditing, and evaluation
  • Rigorous due diligence to verify grant distributions are compliant with IRS regulations
  • Sophisticated gift acceptance process for donations of complex, non-cash assets, as well as simple cash and appreciated asset transfer
  • Gift acknowledgement letters for all contributions of $250 or more to any fund
  • Secure online donor portal with 24/7 access to view your fund balance and activity, submit grant recommendations, and see past grants

+ Philanthropic Advisory Services

  • A dedicated staff member who understands your interests and can advise on your giving
  • Philanthropic planning services to assist with developing and implementing your charitable giving approach
  • Grantmaking expertise to help identify and recommend nonprofits for funding, process grant recommendations, and solicit grantee reports
  • Custom online donation forms, for a small set up fee, to collect tax-deductible gifts directly to your fund
  • Donor privacy, and anonymity if you prefer, as we do not disclose your financial or personal information

+ Learning Opportunities

  • Donor education events examining best practices and regional trends
  • Connecting you to donors with similar interests
  • Site visits to high-impact nonprofits working to strengthen our communities
  • A monthly newsletter with giving tips, impact stories, and other news and events
  • Publications and research examining pressing local issues, new ideas, and solutions

+ Legacy Planning

  • Legacy planning consultation with you and/or your professional advisor to ensure that your wishes are properly documented and fulfilled
  • Succession planning guidance to designate and prepare successor advisors to carry out your philanthropic priorities
  • Deep technical expertise around gift and transition planning to maximize the tax benefits and impact of your giving
  • Access to our online Planned Giving Center with robust information, calculators, stories and examples of planned giving options

+ Enhanced Philanthropic Services (for an additional fee)

The Community Foundation also offers customized enhanced services for donors who want to take advantage of our professional expertise and financial stewardship to manage their charitable giving:

  • Develop and/or manage charitable giving programs including assessing community needs, developing Requests for Proposals (RFP) and guidelines, managing grant review committees, monitoring grantee performance, preparing customized impact reports, and more
  • Scholarship program administration such as developing application materials, collecting and vetting submissions, grant administration, program evaluation and reporting
  • Family philanthropic engagement planning to help identify goals and grantmaking priorities, create long-term guidelines or a family mission statement and giving plan, and conduct annual family meetings
  • Specialized collaborative grantmaking funds for donors to create deeper impact together by pooling resources to be leveraged and invested in key community issues such as homelessness and housing affordability, workforce development programs, education initiatives, and LGBTQ+ philanthropy
  • Corporate giving program administration which can include grants management, philanthropic strategy planning, overseeing committees, setting up site visits and volunteer opportunities, and managing corporate and/or employee giving funds