Open a New Fund
Our goal is to be your trusted partner in giving, making your experience as a donor both easy and fulfilling. We offer personalized philanthropy to each of our clients and house a variety of charitable funds in order to help turn good intentions into great accomplishments. Through our work with donors, we are the leader in growing philanthropy region-wide and enhancing its enduring impact on the quality of life.
By creating a charitable fund through the Lodi Community Foundation, you are well on your way toward making a difference in the life of this community – now and always.
For 11 years, we have been helping donors like you express their passion for giving. We know that giving is as individual as the giver, and it is a reflection of you – your values, your interests and your hopes for the future. Our strategic alliance with Sacramento Region Community Foundation provides us the resources of their legal, professional and staff resources to support you.
The Foundation
Advantage
Types of Funds
Getting Started
Create your Fund
Comparing Options
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.
Confidence
You will benefit from our track record in careful stewardship and expertise in charitable giving.
Freedom
You can manage your giving according to your personal interests and choose your investment options according to your timeline.
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.
Satisfaction
You will enjoy knowing that your charitable giving is both smart and generous, and:
We offer a variety of funds for individuals, families, businesses and community organizations. We can help you choose the fund that best accomplishes your goals for giving. You can set up your fund with cash, appreciated property, real estate or other assets.
Designated Fund
Allows donors to create a fund that automatically makes grants to their favorite charities without any extra effort.
Consider a Designated Fund if you:
Donor Advised Fund
Ideal for those who want to give to multiple organizations and programs throughout the year. Consider a Donor Advised Fund if you:
Please click here for more information on Donor Advised Funds
Field of Interest Fund
Offers you the opportunity to support evolving needs and a variety of nonprofits focused on your broad area of interest. Consider a Field of Interest Fund if you:
Please click here for more information on Field of Interest Funds
Options for Planned Giving
There are a variety of ways that you can be charitable after you are gone. Consider including charitable giving through your will or estate plan if you:
Endowments for Nonprofits
Nonprofits who want to give their donors a way to support the mission of the organization forever may consider opening an endowment. Consider opening a nonprofit endowment if:
Please click here for more information on nonprofit endowments
Getting Started: 5 Easy Questions
Opening a fund is easier than you might think, considering that the impact of your generosity may last for generations to come. To get started, there are a few things to think about to make your fund a true reflection of your individuality. You will also want to consult your professional advisor. The answers to the following questions will help us to create a personalized fund that accurately reflects your charitable intentions.
What are you passionate about?
Want immediate impact or enduring impact?
You can decide whether you want to create an Expendable Fund to help community organizations today, or build a permanent Endowment to support their needs, today, tomorrow and forever.
Which type of fund meets your goals?
You may want the flexibility offered by a Donor Advised Fund, or you many prefer to direct your giving only to certain charities through a Designated Fund. You can also choose to impact a certain cause, while asking us to help identify the organizations doing the most effective work in that field through a Field of Interest Fund. Finally, you may be interested in supporting deserving students through a Scholarship Fund.
What will you give, and when?
You will want to decide if you are giving current assets, or you want to give after you are gone through your estate plan – or both.
Give now
Give later
When you include a gift to your fund at the Foundation in your estate plan, you make a charitable gift, enjoy tax benefits, and preserve economic security for yourself and your family. We can work with you and your professional advisor to find a charitable estate vehicle that works for you. Some future gifts may allow you to receive an income during your lifetime and benefit your favorite causes after you are gone.
Please click here for more information on planned giving
What will you name your fund?
A fund may be named for you, a family member, after a cause, or in memory of someone special in your life. If you prefer to be anonymous, you may choose a name that has a special meaning for you. Every grant from the fund will carry your fund’s designated name.
Next steps
Whether you give now or in the future, we can help you to fill out a fund agreement and arrange to transfer assets to support your vision. There is no start-up fee and no waiting period. The Foundation’s work on behalf of donors is partially supported by minimal annual fees based on fund type and balance. Those fees also support our work in advancing the quality of life in this community, while you simultaneously support the causes you care about – doubling the impact of giving through the Foundation.
A fund may be named for you, a family member, after a cause, or in memory of someone special in your life. If you prefer to be anonymous, you may choose a name that has a special meaning for you. Every grant from the fund will carry your fund’s designated name.
How did you learn about the Sacramento region community foundation?
Initial gift to establish the fund (minimum amounts may apply)
Supporting the work of the Foundation or donating to one of our 35 funds is just one click away. Have your VISA or Mastercard ready to make a safe and secure tax-deductible donation today.
DONATE NOW
The mission of the Lodi Community Foundation is to advocate and facilitate charitable giving to create lasting legacies that build a stronger Lodi community.
Copyright 2017 © Lodi Community Foundation, Inc.
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.
Confidence
You will benefit from our track record in careful stewardship and expertise in charitable giving.
Freedom
You can manage your giving according to your personal interests and choose your investment options according to your timeline.
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.
Satisfaction
You will enjoy knowing that your charitable giving is both smart and generous, and:
Types of Funds
Donor Advised Fund
Ideal for those who want to give to multiple organizations and programs throughout the year. Consider a Donor Advised Fund if you:
Please click here for more information on Donor Advised Funds
Designated Fund
Allows donors to create a fund that automatically makes grants to their favorite charities without any extra effort.
Consider a Designated Fund if you:
Please click here for more information on Designated Funds
Field of Interest Fund
Offers you the opportunity to support evolving needs and a variety of nonprofits focused on your broad area of interest. Consider a Field of Interest Fund if you:
Please click here for more information on Field of Interest Funds
Options for Planned Giving
There are a variety of ways that you can be charitable after you are gone. Consider including charitable giving through your will or estate plan if you:
Please click here for more information on planned giving
Endowments for Nonprofit Organizations
Nonprofits who want to give their donors a way to support the mission of the organization forever may consider opening an endowment. Consider opening a nonprofit endowment if:
Please click here for more information on nonprofit endowments
Getting Started
5 Easy Questions
Opening a fund is easier than you might think, considering that the impact of your generosity may last for generations to come. To get started, there are a few things to think about to make your fund a true reflection of your individuality. You will also want to consult your professional advisor. The answers to the following questions will help us to create a personalized fund that accurately reflects your charitable intentions.
1. What are you passionate about?
2. Want immediate impact or enduring impact?
You can decide whether you want to create an Expendable Fund to help community organizations today, or build a permanent Endowment to support their needs, today, tomorrow and forever.
3. Which type of fund meets your goals?
You may want the flexibility offered by a Donor Advised Fund, or you many prefer to direct your giving only to certain charities through a Designated Fund. You can also choose to impact a certain cause, while asking us to help identify the organizations doing the most effective work in that field through a Field of Interest Fund. Finally, you may be interested in supporting deserving students through a Scholarship Fund.
4. What will you give, and when?
You will want to decide if you are giving current assets, or you want to give after you are gone through your estate plan – or both.
Give Now
Cash Gifts: Donors can give by check, money order or cash
Other Assets: Gifts of non-cash assets may allow you to make a substantial contribution while receiving valuable tax advantages. Generally, you may deduct the fair market value of the gift and the capital gain from the donated asset will pass tax free to your fund at the Foundation. While we readily accepts publicly traded securities, other gifts, such as closely held stock, IRA assets, partnership interests and some tangible personal property, may also be accepted based on review by our board.
Give Later
When you include a gift to your fund at the Foundation in your estate plan, you make a charitable gift, enjoy tax benefits, and preserve economic security for yourself and your family. We can work with you and your professional advisor to find a charitable estate vehicle that works for you. Some future gifts may allow you to receive an income during your lifetime and benefit your favorite causes after you are gone.
Please click here for more information on planned giving
5. What will you name your fund?
A fund may be named for you, a family member, after a cause, or in memory of someone special in your life. If you prefer to be anonymous, you may choose a name that has a special meaning for you. Every grant from the fund will carry your fund’s designated name.
Next Steps
Whether you give now or in the future, we can help you to fill out a fund agreement and arrange to transfer assets to support your vision. There is no start-up fee and no waiting period. The Foundation’s work on behalf of donors is partially supported by minimal annual fees based on fund type and balance. Those fees also support our work in advancing the quality of life in this community, while you simultaneously support the causes you care about – doubling the impact of giving through the Foundation.
Create your Fund
Thank you for your interest in opening a new fund at the Foundation. The information you provide on this worksheet will help us in developing a fund agreement that will best carry out your goals for charitable giving. Please feel free to contact us at (209) 910-3LCF (3523) to schedule a meeting or a phone consultation at any point in this process, or you may simply send the form electronically and we will be in touch with you.
How did you learn about the Sacramento region community foundation?
Initial gift to establish the fund (minimum amounts may apply)
Compare Options