This toolkit is designed for the nonprofits that hold a named permanent endowment fund at the Community Foundation for Palm Beach and Martin Counties. The tools listed here are intended to help you promote and build your endowment fund through the implementation of planned giving strategies.
Planned giving is usually used by philanthropic individuals as part of their estate and tax planning and will involve the transfer of assets to a nonprofit for a tax deduction or to lessen the taxes on their estate for the benefit of the nonprofit and for their heirs.
Legacy eNewsletter - Click here and select "Professional Advisor enewsletter" at the bottom of the page
Philanthropy Online - Philanthropy Online is the portal through which you will be able to view your fund and also seek grants. As a Nonprofit Endowment Fundholder, the designated staff representative will be able to log onto the nonprofit’s account and then toggle back and forth between your Donor Homepage and your Grant Seeker Homepage.
Our Nonprofit Endowment Fundholders will be provided information via mail on how to access your fund at the time it is established. If you have questions, please contact Lisa Huertas at 561-340-4512 or by email HERE.