The Foundation Advantage

Ease

You can enjoy making donations that connect you with the causes and organizations you care about and receive the maximum tax benefits, while we handle all the administrative details.

  • Manage all your giving from one simple account
  • Consult our staff for personalized service that matches your charitable and financial interests
  • Handle donations and fund management online when it’s convenient for you
  • The Foundation takes care of check writing, grant administration and IRS

Confidence

You will benefit from our track record in careful stewardship and expertise in charitable giving.

  • Three decades of experience in stewarding assets that donors have entrusted to us
  • Governance and investment oversight by a board of key community leaders
  • Collaboration with your attorney or advisor to facilitate even the most complex forms of giving
  • Full accreditation by the Council on Foundations, which signifies that we maintain the most rigorous standards in philanthropy

Freedom

You can manage your giving according to your personal interests and choose your investment options according to your timeline.

  • Support the causes and community organizations that you care about most
  • Choose a fund type that is personalized to match your priorities and goals
  • Select from a range of investment vehicles to grow your fund
  • Establish or add to your fund using cash or a variety of appreciated assets, such as publicly traded stocks, mutual funds, real estate or closely held business interests

Resources

You will have access to our knowledge base of the nonprofits who are effective in addressing local needs and benefit from our experience in strategic philanthropy.

  • Expert program staff available for personalized advice to guide decisions about your fund and your plans for giving
  • Printed and online resources to keep you informed of community issues and giving opportunities
  • Opportunities to meet other donors at events offering dynamic learning and sharing opportunities

Satisfaction

You will enjoy knowing that your charitable giving is both smart and generous, and:

  • Receive the maximum tax advantage possible, as compared to a private foundation
  • Reach across generations by involving family members in your fund
  • Leave a legacy through estate planning that can benefit the community - forever
  • Enjoy anonymous giving and a buffer from unwanted solicitations, should you desire it
  • Know that you are part of a group of generous people who support positive change in our region