Private Foundation or Community Foundation?
You are charitably inclined and seeking a way to carry out your short- and long-term philanthropic objectives. You've wondered about establishing a private foundation, but it's expensive and time-consuming to create. A named fund at the Community Foundation may be a better option.
Your grants can be made locally, regionally, or nationally. Your fund is professionally invested and actively managed. And you receive periodic reports on the status and activity of your fund.
To establish your family legacy through a donor-advised fund that is custom-tailored, flexible, and permanent, give us a call! We'll help you translate your philanthropic vision into action.
As with any financial decision, we encourage you to discuss the Community Foundation option with your financial or legal advisor. We're happy to answer any questions they may have.