Fundholder Resources

Donor Services

Donor Advised Fund AgreementDesignated, Field of Interest & UnrestrictedServices for a Private Foundation
Donor Advised Fund FAQsDonor Advised Fund Suggestion FormStock and Wire Transfer Form

As your charitable giving partner, The Community Foundation provides a wide range of services, among them:

Expert Administration

  • Professional management of the fund's assets to earn competitive rates of return
  • Preparation of quarterly fund statements on the fund's status, processing and recording grant payments
  • Research to assure that all beneficiaries are qualified charities as recognized by the Internal Revenue Service
  • Coordination of all acknowledgments for your fund and documentation of grants requested and made
  • Your fund's activity is included in the Community Foundation's annual IRS Form 990 and annual external audit

NEW
DONOR CENTRAL

Fundholders will be able to view statements, make grants and manage their funds online!

Grant assistance and evaluation

  • Our Donor Services Community Investment team provides you with information about nonprofit organizations and projects of interest to which money and/or time may be contributed. We would be pleased to accompany you to on a site visit to an organization or project in the community
  • We provide information on community priorities and sponsor donor briefings on issues
  • We can arrange opportunities for you to meet with other donors whose interests or projects are similar to yours