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Training tailored specifically for nonprofit agencies in Placer County. Check back for information on coming trainings. The Nonprofit...
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HOW TO
START A FUND
Benefits of Working with Us
LOCAL UNDERSTANDING
COMMUNITY OF GIVERS
PERSONAL SERVICE
How it Works
1
Determine your charitable goals.
What impact do you want to make in the community or beyond? Do you have a favorite charity in mind you want to support? Or do you want the flexibility to support the emerging needs of our community?
2
Determine what type of fund is best.
Based on your goals, we work with you and your professional advisor, if appropriate, to determine which fund best meets your philanthropic goals.
3
Decide how you would like to give.
Contributions to a fund can be cash, securities, real estate or other property. See fund types for the minimum contribution requirements for each type of fund.
4
Name your fund.
A fund can be set up in your name, the name of your family or business, a name that represents something to you or in honor of a person or an organization.
5
Complete and sign a simple fund agreement.
Fund Options
FIND THE CHARITABLE FUND THAT IS RIGHT FOR YOU
We offer a variety of funds for individuals, families, businesses, and community organizations. Our staff is available to discuss these options with you and help you select the fund that best meets your needs.
Your Charitable Choices
There are many types of assets donors can give to begin their charitable fund. Each philanthropic opportunity offers different financial and tax benefits. Your financial advisor or a member of our team can assist with identifying the right charitable choice for you.
GIVE NOW
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CASH: A check or credit card is the simplest type of charitable gift.
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STOCKS, BONDS, MUTUAL FUNDS: Allows you to avoid the capital gains tax on the appreciated portion of the gift.
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LIFE INSURANCE: Transfer ownership to the Community Foundation and receive a tax deduction for the policy's cash value.
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REAL ESTATE: Gift property you own and receive the maximum tax deduction allowed by law as well as avoid capital gains tax on the sale.
GIVE LATER
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CHARITABLE BEQUEST: Continue your impact on the community after your lifetime with a gift left in your estate.
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CHARITABLE TRUSTS: A charitable lead trust or charitable reminder trust provides tax savings while allowing a significant gift or income for a charity.
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LIFE INSURANCE: Transfer ownership to the Community Foundation and receive a tax deduction for the policy's cash value.
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RETIREMENT ACCOUNT ASSETS & IRAS: Naming the Foundation as the beneficiary of a retirement account allows you to save taxes and preserve your hard-earned assets for the good of your community.
My late mother, Marilyn was a school teacher for many years. Public schools are a treasure, and our teachers are underappreciated. The Marilyn Prince Fund is our family’s small effort to support local schools while lovingly continuing Mom’s legacy.
Susan Prince
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