Sound Asset Management
For more than 30 years, The Community Foundation has expertly managed millions of philanthropic dollars; we currently manage more than $360 million in assets.
Tax-Smart
Becoming a member of our donor family offers an easy way for you to accomplish your charitable dreams. As our partner in giving, you receive the simplicity and tax advantages of a public charity combined with the personal recognition, involvement and flexibility of a private foundation.
Cost-Savings
If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of a knowledgeable, service-oriented staff and expert investment advisors. The result? Significant savings for your clients.
Convenience
We make charitable giving easy. Using our website, donors can make grants, add to their fund, and check fund balances 24 hours/day. The Community Foundation performs due diligence on nonprofit organizations, issues grant checks and award letters, and issues quarterly fund activity reports. We also offer our Philanthropic Advisory Services [link to 5.2] for even more comprehensive assistance.
Free Services
Trust Illustrations
We are always happy to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities such as this that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. We can provide not only the tax deductions that are available to your clients, but also illustrations, a brief description of the gift plan and annual cash flow projections.
Community Expertise
Our staff’s knowledge of pressing issues and nonprofit organizations throughout Montgomery County is unmatched. In fact, our staff possesses more than 40 years of combined experience working closely with organizations in the full range of nonprofit fields – education, youth development, health care, arts and culture, emergency services, and more. We help your clients maximize the impact of their charitable gifts.
Learning Opportunities
Take advantage of our educational events held throughout the year. Our donor orientation sessions teach donors how to make the most of The Community Foundation’s services and charitable-giving resources. In addition, each year we sponsor an invitation-only discussion forum geared to donors, prospective donors, and financial advisors featuring some of today’s foremost speakers on charitable giving and philanthropic investment trends.
For More Information
Mark Hansen
Chief Financial Officer
(202) 263-4777
mhansen@cfncr.org
kemson@cfncr.org
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