Grace & Jerald Liebhart at the Acropolis in Athens, Greece

Charitable Funds
Great giving options. Choose the one that’s right for you.

Learn more about Donor Advised Funds
A personal approach to giving.
Establishing a Donor Advised Fund allows you to make a gift to your community foundation, then remain actively involved in suggesting uses for your gift. You can work with the community foundation’s professional staff to suggest ongoing uses for the fund — targeting the issues you care about most. Grant awards are issued to charities in the name of the fund (or anonymously if you prefer). It’s a simple, powerful, and highly personal approach to giving.

Learn more about Unrestricted Funds
Meeting ever-changing community needs.
When you establish an Unrestricted Fund, your gift can address a broad range of local needs — including future needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being: arts and culture, economic development, education, environment, health and human services, neighborhood revitalization, and more. The flexibility of your unrestricted gift enables your community foundation to respond to the community’s most pressing needs, today and tomorrow.

Learn more about Field of Interest Funds
Connecting personal values to high-impact opportunities.
By establishing a Field of Interest Fund, you can target your gift to address needs in an important area of community life. Arts. Healthcare. Education. Youth. You identify your personal interest area when making your gift; our board awards grants to community organizations and programs that are making a difference in the area you select. Your gift stays flexible enough to meet community needs in your interest area — even as they change over time.

Learn more about Scholarships
Investing in deserving students.
In creating a Scholarship, you invest in your community’s future and show students you care. Your community foundation provides the expertise to help you meet your personal goals and awards Scholarships to deserving students. Your gift can help students — from preschool to postgraduate — achieve their lifetime dreams.

Learn more about Designated Funds
Helping local organizations sustain and grow.
Establishing a Designated Fund allows you to support the good work of a specific nonprofit organization — a senior center, museum, or virtually any nonprofit charitable organization. Because it’s given through your community foundation, your gift provides the organization you select not only funding, but planned giving and investment management services and the power of endowment.

Endowing your nonprofit organization.
Nonprofit organizations can also establish a Designated Fund or Agency Endowment at the community foundation. It’s a simple and efficient way to build an endowment — and help create sustainability — for your nonprofit organization.

Fees
All endowment funds are assessed a 1% annual fee for their administrative care. The fee is levied each fiscal quarter at the rate of .25 of 1% computed on the previous month-end balance.

There is so much more we’d like you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact us.