Give

and

Advise.

Give & Advise.

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Open a Fund

Creating Opportunity

Our organization currently manages over 200 funds, each started by someone – or several people – just like you. By opening a fund at the Community Foundation, you’re creating an opportunity for others to donate to a specific cause. We are happy to meet with you or a financial advisor to discuss the options and advantages.

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Why work with a Foundation?

Our job is to make life easier for professional advisors. We can help you explain the benefits of different charitable programs to you, and we are always available to answer your questions about different options for giving.

Tailored Giving Strategy

Because we work closely with nonprofit organizations across our region, the Community Foundation has a deep understanding of community needs and the groups that address them. We also know which nonprofits operate most effectively. We can help you identify charitable opportunities and tailor a giving strategy for each client, based on the impact that he or she wants to make.

Administrative Management

When your client establishes a fund with the Community Foundation, we manage all the administrative details, including investment, accounting, audit and tax returns. Donors can focus on the inspiring part of philanthropy, directing their gifts according to their interests and passions.

Direct Cause Support

As an established organization with long experience, we can ensure that any fund we manage will continue to help the community, according to your client’s wishes, far into the future. We also offer strong economies of scale, since our fund holders share the services of one administrative staff and one group of investment advisors. Our funds spend less on overhead than independent foundations, allowing donors to direct more support to their causes.

Organizational Endowment

When you start an endowment for a non-profit, you are sending an important message of strength and stability to the community. Starting an endowment is a commitment to help the community and to support it as it grows and flourishes.

Schedule A Time To Meet

Call our office at 607-739-3900 or email info@communityfund.org

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