Lifetime Giving

Donor Advised Fund

A Donor Advised Fund allows donors to make a charitable contribution, receive an immediate tax benefit and then recommend grants from the fund over time. An easy way to think about a Donor Advised Fund is like a charitable savings account: a donor contributes to the fund as frequently as they like and then recommends grants to their favorite charity when they are ready. Here is how it works.

  • You make an irrevocable contribution of personal assets.

  • You immediately receive the maximum tax deduction that the IRS allows.

  • You name your Donor Advised Fund.

  • You designate successors or charitable beneficiaries.

  • Your contribution is placed into an account where it can be invested and grow tax free.

  • At any time afterward, you can recommend grants from your account to qualified charities.

Memorial Fund

Creating a Memorial Fund can be an effective way to ameliorate the loss of a loved one or esteemed colleague, turning memorial gifts into a legacy of generosity. A Memorial Fund can receive tax-deductible contributions from dozens of individuals or businesses. With an endowed Memorial Fund, donors can continue to contribute for years and the memorial will support the community in perpetuity.

Scholarship Fund

If one of our seventeen existing scholarship funds does not fit your specific area of educational interest, we can help you set up a new Scholarship Fund tailored to your particular interests and priorities. A Scholarship Fund will help our youth achieve their educational goals in a time of increasing educational costs.

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