Private Foundation Services
We offer a variety of philanthropic services to support your local, national or international grantmaking. We handle the administrative work while you fulfill your philanthropic vision.
I love the ‘can do’ attitude of the Community Foundation. – Joel and Dena Gambord
Reduce your administrative burdens and maximize charitable giving with the assurance that your foundation’s philanthropic goals will be achieved in a personalized, cost-effective manner. From letterhead and checks to custom web page and online services, your giving can be branded to your foundation’s name or it can be anonymous. We work with many private foundations to enhance their philanthropy.
Three Ways to Work With Us
1. Personalized Foundation Services
Private foundations can benefit from our expertise by taking advantage of our customized philanthropic services. We offer guidance on all aspects of grantmaking to help you fulfill your vision.
2. Payout to a Donor Advised Fund
We can help your private foundation meet its required annual 5% payout by accepting contributions as a public charity. These contributions are added to a donor advised fund that you establish and our staff helps you make grants to continue the work of your foundation.
3. Convert to a Donor Advised Fund
Rollover your private foundation to a donor advised fund and work with our experienced staff. Reduce your administrative burdens and maximize charitable giving with the assurance that your foundation’s philanthropic goals will be achieved in a personalized, cost-effective manner.
Philanthropic Services, Customized to Meet Your Needs
Private foundation services are completely customized and can include any combination of support from the menu below.
Private Foundation vs Donor Advised Funds
For some foundations, a donor advised fund at the CFMC is a strong option. The CFMC offers many of the same benefits as a private foundation, plus increased flexibility, tax advantages and customized services to support your charitable vision.
When we were investigating how to extend our estate plans into the future we looked into establishing a family foundation. A donor advised fund in which our daughters were co-advisors provided an ideal solution without any significant administrative burden, simplifying cash flow planning for ongoing giving efforts, and additional tax benefits through being able to contribute highly appreciated assets. – Bill and Emmy Reese
Compare Donor Advised Funds to Private Foundations
Donor Advised Fund
Involvement, control, and family continuity
Effective gift size
Private Foundation Services
Opportunity & Impact: 2017 Annual Report
Generation to Generation – Planning Your Succession of Giving
Thriving Communities by Julie Packard
Senior Vice President of Philanthropic Services