We provide prompt, personal service, tailored to your charitable and financial objectives. As a local organization with broad knowledge of community issues and needs, we can help you invest in causes that you care most about.
Maximum Tax Advantages
If you choose to use appreciated assets to establish your fund, you escape capital gains tax leaving more dollars to support your favorite charities.
You may also choose to give larger amounts in good income years to shelter income and then over time, recommend grants to your favorite charities.
We invest your charitable dollars allowing you to give away more.
You receive a current income tax deduction and the gift to your fund removes assets from your estate thereby reducing future estate tax liabilities.
Organized Charitable Giving
You receive one tax receipt for all of your charitable gifts.
You receive regular reports showing the charities you are giving to and the amounts given to each.
Your charitable fund acts as a buffer for on-the-spot solicitations.
- You may continue your giving and support favorite charities beyond your lifetime.
You may include your children and grandchildren in your philanthropy to share your values and traditions of giving back.
Ready to Establish a Donor Fund?
Thank you for your interest in learning more about a fund at the Community Foundation of North Florida. The decision to establish a fund is an important step toward reaching your charitable giving goals.
If you’re ready to get started, please fill out the form below and our staff will contact you soon.