Skip to main content

Donor advised funds

Personalize your approach to giving

woman painting potterEstablishing a donor advised fund allows you to make a gift to Placer Community Foundation and remain actively involved in suggesting uses for your gift. You can work with our professional staff to suggest ongoing uses for the fund, targeting the issues you care about most. Grant awards are issued to charities in the name of the fund (or anonymously if you prefer). It's a simple, powerful, and highly personal approach to giving.

Stay involved in giving

Donor advised funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may find that it's an ideal vehicle for fulfilling your charitable wishes. Donor advised funds are typically less costly and easier to administer than other forms of philanthropic giving (such as family or corporate foundations).

Your gift can be combined with others to increase its impact, and you can add to the fund you establish at any time, receiving tax benefits with each new gift. You can establish a fund today and make grant recommendations (364KB PDF) now or in the future. And if you endow your gift, it becomes a permanent source of community support.

Private foundation alternative

A donor advised fund at Placer Community Foundation is an excellent alternative to a private foundation, with only a fraction of the administrative responsibilities. You maintain personal involvement and support the causes you care about most while enjoying the favorable tax treatment of a public charity. We take care of investment management, startup costs, grant administration, and reporting. A supporting organization is another possible alternative.

Wondering how to give? We're happy to work with you and your professional advisor to create a giving plan that meets your personal, charitable, and financial goals. Contact us to start the conversation.

P.O. Box 9207, Auburn, CA 95604  |  (530) 885-4920