Adding To Your Fund

You may add to your donor advised fund or any other fund at any time. The Community Foundation can accept most types of gifts, including outright gifts of cash, appreciated stock and real estate. We also accept planned gifts such as charitable trusts, gift annuities, or bequests.

Foundation staff will:

• Help you explore options for gifts that reflect your charitable intentions and enable you to optimize financial resources for you and your family.
• Work with your financial advisor to expedite stock transfers or draft appropriate language.
• Provide you with prompt acknowledgement of your gift for tax purposes.
• Provide you with an annual Fund Statement that helps you track your fund activity.

Ways of Giving

Stock transfer instructions