The Community Foundation helps donors and advisors to achieve their philanthropic goals. We optimize giving and offer a range of investment opportunities that can positively shape our community. Our expertise in endowment management, establishing and administering tax-efficient funds and trusts, and community programming is grounded in a deep understanding of and commitment to our area.
We take a personalized approach that begins with understanding your passion for giving and your financial requirements. To this, we bring an extensive network of relationships with both tax, legal and investment professionals and nonprofit organizations throughout our area. We handle all investment oversight, file required tax forms, and monitor grants, while offering greater tax advantages and lower costs than private foundations.
Please contact Katie Kling for more information.
We want to work with you to create individualized plans for reaching your clients’ financial and estate planning or wealth management goals, including the donation of complex and tax-deferred assets. We handle the details of the asset transfer, as well as ongoing requirements for fund investment management, and legal and regulatory compliance and reporting. We serve your clients over time as they choose how to direct their charitable contributions.
Please contact Jan Dorman for more information.
The Community Foundation provides professional investment programs suited to the different requirements of our donors. Through our pooled fund, we invest for the long term, resulting in net returns over the past 3 years of of 7.41%, and a 5-yr 9.25% return ( compared with benchmarks 7.51% and 8.53% respectively). Our Investment Committee determines fund allocations across asset classes and regularly monitors portfolio performance. We also offer donors the option of retaining their own investment manager. For more information see Investment Reports & Policies below or contact Jan Dorman.
Your gift to the Community Foundation allows you to support the causes you care about most and make a difference in our community. Giving to the foundation is flexible: you can donate to an existing fund or directly support the Community Foundation. No matter which option you select, be assured that your dollars will be used exactly as you direct them. Please see our Online Giving Policy here. Thank you for your generosity.Give