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The Community Foundation Advantage
The Community Foundation can offer you and your client many benefits while helping them to achieve their
charitable goals. Our mission is to make Washington and the surrounding region a better place to live and we
couldn’t do it without dedicated residents of our community. As our partner in giving, your clients will receive the
simplicity and tax advantages of a public charity combined with the personal recognition, involvement and flexibility
of a private foundation. A few of the benefits your clients will receive are listed below:
We will provide your client with personalized and meaningful charitable experience as we work with them to learn what their charitable interests are and help them clarify their priority issues.
Through our resources and staff, we provide your client with dedicated service from the beginning of our relationship. Your client will receive the advantages of individualized financial reporting and 24/7 access to fund balances and grant recommendations on Donor Central. Once your donor has made a grant recommendation, we ensure the grantee is tax compliant and process all grant requests.
Donors who want a higher degree of privacy can achieve that with donor advised funds. The Community Foundation does not disclose a donor’s financial or personal information, unlike a private foundation, where donor information is publicly available through Guidestar.
Our Community Leadership team is knowledgeable about the issues that are most pressing in our region and know which nonprofits are making the most out of every charitable dollar. We are a resource that is available to you and your clients to help fine-tune their giving to be more strategic and effective.
Separately managed accounts
If your client chooses to set up a fund with the Community Foundation, they can request that their own professional advisor manage the fund assets. This will allow them to continue your existing client relationship and manage both their personal and philanthropic assets.
We offer many options for your clients to choose from, from the types of funds we offer, theinternal investment options, to the types of assets we can accept, from cash and securities, to hard to valueassets, such as partnership or LLC interests, land, buildings or other non-liquid assets.
Contributions to the Community Foundation qualify for income tax deductions of up to 50% AGI for a cash contribution and up to 30% for contributions of publicly held securities - the maximum tax deductions available under current law.
For more information:
Director, Corporate and Professional Services