We have a variety of different fund types available to help meet specific donor objectives.
Our donor relations team can provide advice, assistance and accessible materials to help advisors and their clients understand their options – from funding assets and vehicle structures to investment portfolios and grant making.
We accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate. Often clients may not even be aware of the options available to them. Our development team specializes in simplifying the process of converting complex assets into contributions, as explained in this video discussion.
- Real estate
- IRA rollover
- Publicly traded securities
- Closely held stock/business interest
- Partnership interests
- Retirement plan assets including IRA rollovers
- Charitable gift annuities
- Charitable remainder trusts
- Distributions from Private Foundations
- Other complex assets
The Community Foundation is about more than transactions, we are about transformations. View our administrative fee schedule.
Our donors have the option of selecting from a variety of investment options: