Clients may think a private foundation provides their only option for long-term involvement with assets they set aside for charitable purposes. In reality, a named fund at the Community Foundation offers numerous advantages to these clients, provides real ways for them to stay engaged in giving, avoids many of the hassles and costs of private foundation management, and ensures perpetuity (should they wish). You may also be working with a client whose existing family or private foundation is proving burdensome. We have solutions for that, as well.

A named, donor-advised fund at the Community Foundation provides an easy, versatile, structured way to pursue philanthropic goals, while also offering maximum tax benefits and eliminating the governance-related burdens of private foundation administration, endless solicitations, and more. Our professional staff is available to apply best practices, identify and assess grantees, and offer deep insights–from local community issues to national trends.

We welcome the opportunity to consult with you and any clients who would like to discuss the advantages and disadvantages of each approach. Our desire is to help you find the solution that works best for your client and our community. Call us at (321) 752-5505 today to set up a meeting.