Working with the Community Foundation
Estate planners, financial consultants, and other professional advisors are often asked to suggest the best vehicles for charitable giving. The Community Foundation offers you and your clients several distinct advantages over direct giving to charities:
- Simplicity - A charitable fund with us is an easy, low-cost alternative to forming and administering a private foundation.
- Tax Benefits - We offer maximum federal and state tax benefits.
- Flexibility - We accept a wide variety of gifts-including cash, stock, and real estate.
- Community Impact - We are deeply involved with the needs in the community and can direct gift dollars to high-impact areas.
- Stability - Our standards for investment performance, donor services and grantmaking are published and publicly available. The Community Foundation has been a trustworthy steward of charitable gifts since 1945.
- Transparency - The administrative fees assessed by the Community Foundation and the expense ratios of all our fund managers are available upon request. Investment decisions are made by an independent, volunteer committee of current and former board members with expertise in investment analysis. An independent consulting firm provides period review of investment performance. For more information, please see our investment policies.
For more information contact President/CEO, Dan Baldwin or call 831.375.9712, x115.
Confirmed in Compliance with National