Donor-Advised Funds

Donor-Advised Funds allow you to make a gift to the community foundation and remain actively involved in recommending grants to be given from the fund in your name. You can work with our professional staff to suggest ongoing uses for the fund, targeting the issues you care about most, or make grant recommendations to the board yourself. 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.

Donor-Advised Funds are convenient, flexible tools for individuals, families, businesses, or groups. If you have a range of community interests, you may find it an ideal vehicle for fulfilling your charitable wishes as they grow and change. Donor Advised Funds typically are less costly, provide maximum tax advantages, and are easier to administer than other vehicles for philanthropic giving, such as family or corporate foundations.

Your gift can be combined with other donations to increase impact, and you can add to the fund you establish at any time, receiving tax benefits with each new gift. You can establish a fund today and make grant recommendations now or in the future. You can create such a fund by bequest, naming your children as advisors.

And if you endow your gift, it becomes a permanent community resource.

Current Donor-Advised Funds include:

• B&J Fund  (2007)
• Joe "Butch" Martin Fund (2007)
• Mary Laflin Rockwell Fund (2006)
• Jon Kimmel Memorial Fund (2004)
• ABS Fund (2003)
• Edelstein/Berkson Family Fund (2003)
• Friends of the Arts Fund (2003)
• Lytle Family Fund (1999)
• Partners for the Future Fund (2010)
• Goodman/Weinberger Fund (2007)
• Sally and Richard Ennis Fund (2010)