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Keeping advisors informed, donor-advised fund do’s and don’ts, and creative ways to give to education
Greetings from the community foundation!
We are so grateful for the opportunity to work together!
Many of you have established funds at the community foundation to support the causes you love. Others are serving on boards of directors of local nonprofits. Some of you are involved in discussions with your family and your advisors about establishing a fund at the community foundation to fulfill your philanthropic goals.
Wherever you are in your charitable giving process, we are here to support you, including through articles and resources that can help you shape your philanthropy plan.
In this issue, we’re happy to share information about the following:
–The team at the community foundation can help you keep your advisors up-to-date on your charitable plans, including the funds you’ve established and your intentions to support your favorite charities’ campaigns. Reach out anytime if you’d like to review the various elements of your philanthropic activities. We will help you identify what your attorney, accountant, and financial advisor need to know.
–Donor-advised funds are one of many fund types you can establish at the community foundation to organize your giving. (Many families establish field-of-interest funds, designated funds, and unrestricted funds alongside their donor-advised fund to round out their philanthropy.) Review a few reminders about what your donor-advised fund can and can’t do.
–A scholarship fund isn’t the only way to achieve your charitable goals for funding education. Learn about how the community foundation can help you pursue areas of interest that support education in creative ways. You may be pleasantly surprised to discover the variety of options.
We look forward to continuing to serve you. If we’re not yet working together, we hope you’ll reach out with questions about the topics below or anything else that captures your attention and imagination in the world of philanthropy.
With gratitude,
Angie Tatro,
CKCF CEO
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