Advisors
Create the greatest financial impact and meaningful philanthropic experience for your clients, enabling you both to promote change in the Sacramento region. We are your experienced, local philanthropic partner — and invite you to become a member of the Philanthropic Advisors’ Forum.
Simplify & Enhance Your Clients’ Giving
By establishing a charitable fund with us, your clients gain access to personalized service, expert philanthropic guidance, and effective investment strategies, all while making a meaningful impact in our community. We make it easy for you to help your clients to achieve their philanthropic goals. Here’s how.
Give
Your clients make a tax-deductible gift of cash, appreciated securities, or other assets — or a planned gift — to open their personalized fund.
Personalized Service
We help maximize your client’s impact, keep them updated on their fund, and assist with donations, including planned gifts.Favorable Tax Benefits
We offer greater tax benefits than private foundations and accept gifts others cannot, with simplified record keeping for your clients.Lasting Legacy
Your clients can name successor advisors for their funds, if they wish, and define how the funds will be used after their lifetimes, enabling it to be a lasting legacy.
Grow
Their fund grows through professionally managed investments, enabling them to make greater philanthropic impact.
Proven Investment
Your clients choose from long-term, intermediate, or short-term investments that grow tax-free according to their wishes.Give More
Your clients can potentially give even more to causes that matter to them by growing their charitable fund over time.Double Your Client’s Impact
The fund’s competitive support fees are re-invested back into the Sacramento region — rather than shareholder pockets — through our programs like Big Day of Giving.
Grant
Grants from your client’s fund make a positive difference for the causes they choose — in the capital region and across the nation.
Rewarding Philanthropy
When the time is right for your clients, they make grant recommendations to causes you care about with our easy-to-use online donor portal.Efficient Granting
We send grant checks, keep records, and provide guidance when your clients’ desire it, managing the administrative hassles so they — and you — don’t have to.Build Community
Your clients can connect with like-minded philanthropists and nonprofit leaders at exclusive, local events.
Is your client opening a private foundation or winding down a family foundation?
We work with you to simplify complex philanthropic transitions, reduce administrative burden, and ensure your clients continue supporting the causes they care about. Save your client time and hassle while preserving their legacy and charitable intent.
With over 40 years of experience as the capital region’s trusted philanthropic resource and over $250 million in charitable assets under management, you can rely on our local team to support your client’s charitable impact — and provide benefits that other options cannot.
| Sacramento Region Community Foundation | Commercial Funds (Fidelity, Schwab) | Private Foundation | Cash Gifts to Nonprofits | |
|---|---|---|---|---|
| Give to causes locally and across the U.S. | ✓ | ✓ | ✓ | ✓ |
| Income tax deductions | ✓ | ✓ | ✓ | ✓ |
| Charitable Assets grow with professional oversight | ✓ | ✓ | ✓ | |
| Expendable or endowed investments | ✓ | ✓ | ✓ | |
| No startup costs | ✓ | ✓ | ||
| No annual taxes and payout rules | ✓ | ✓ | ||
| Grant and admin services | ✓ | ✓ | ||
| Simplified record-keeping | ✓ | ✓ | ||
| Anonymous granting option | ✓ | ✓ | ||
| Complex gifts like real estate accepted | ✓ | |||
| Multiple fund types | ✓ | |||
| Fees reinvested in your community | ✓ | |||
| Connect with community leaders | ✓ | |||
| Tap expertise on nonprofits and needs | ✓ | |||
| Detailed recommendations | ✓ |
The Right Fit for Your Clients
With a range of charitable funds to choose from, it’s easy to find a giving account that’s right for your client’s goals and values. Whatever fund type your client chooses, they’ll enjoy tax-free growth through prudent investments — including endowment, if they wish — as well as access to exclusive gatherings with fellow local philanthropists and the support of our expert local team.
| Description | Features | Minimum Investment* | |
|---|---|---|---|
| Donor Advised Funds | Simplifies charitable giving via a tax-smart investment account for charitable giving, noted for their flexibility and ease of use. | Offers unmatched convenience for charitable giving. Superior tax benefits, the ability to give at any time, and optional anonymity. Donations receive immediate tax benefits, and we ensure contributions go to qualified nonprofits. Plus, we handle all record-keeping and reporting, making philanthropy seamless and stress-free. Can be grown through planned giving strategies, but not IRA QCDs. | $10,000 |
| Designated Funds | Directs an annual gift to one or more nonprofits, automatically | Ensures charitable intentions are fulfilled with annual grants awarded automatically, giving donors peace of mind. Plus, we handle all record-keeping and reporting. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Field of Interest Funds | Awards funds to a specific cause or area of interest, potentially through a competitive grant. | Ensures charitable intentions are fulfilled through grants that support donor interests. Awards can be made via a competitive grantmaking process or staff recommendations, offering opportunities for meaningful donor to engagement. We handle all record-keeping and reporting. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Legacy Funds | Ensures support for causes that matter — after the donor has passed. | Funded with planned gifts such as bequests, charitable gift annuities, life insurance and retirement plan donations. When realized, can take the form of Donor Advised Funds, Designated Funds, Field of Interest Funds, Scholarship Funds, or Unrestricted Funds, per instructions regarding grantmaking and successor advisors from the donor. We handle all record-keeping. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | Variable |
| Scholarship Funds | Makes the dream of higher education come true for local students with a scholarship. | Donor establishes customized criteria for educational support and can opt to serve on application review committees. We oversee scholarship process, promotion, and granting. We handle all record-keeping and reporting, making philanthropy effortless. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $25,000 |
| Unrestricted Funds | Provides the Sacramento Region Community Foundation flexibility to support local communities. | Ensures the donor’s gift supports a wide range of impactful local opportunities all without the need for the donor to conduct extensive research. We handle all record-keeping and reporting, making philanthropy effortless, and provide recognition to the donor, if desired. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Business Funds | Facilitates your company’s corporate giving program to meet your business objectives. | Fosters a culture of philanthropy that empowers a company’s team, partners, and clients while enhancing retention. Business leaders can contribute when financially advantageous, sustaining giving over time. Named funds offer branding opportunities and visibility. We handle all record-keeping, making philanthropy seamless. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Nonprofit Funds | Builds assets to support your nonprofit organization now and into the future. | Whether the organization seeks to build an endowment for perpetual support or maintain flexibility for immediate needs, this fund offers a customized solution for local nonprofits. Organizations can access benefits such as education, invitations to special events, and promotional opportunities. We manage all record-keeping and reporting. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Giving Circle Funds | Sustains your giving circle, enabling members determine where and when to direct their pooled funds, while we handle the rest. | Provides significant tax benefits and streamlined record-keeping, with detailed accounts of members’ contributions accessible through an easy-to-use donor portal. Additional benefits include enhanced visibility through branding opportunities and participation in programs like Big Day of Giving, as well as access to tools, resources, and meeting space. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | $10,000 |
| Impact Fund | Fuels initiatives, fosters innovation, and meets the most pressing needs in the capital area. | Enables donors to shape the future of our region with generosity and those who join the Impact Collaborative enjoy exclusive access to gatherings and seminars at the heart of Sacramento’s philanthropic conversations. Accepts diverse gifts, provides immediate tax benefits, and supports planned giving strategies excluding IRA QCDs. | Any size |
* To ensure the fund generates meaningful awards to support the causes your clients care about — forever — the minimum to endow a charitable fund is $50,000.
In her work as a financial planner, Chris Ann helped clients find ways to leave a legacy through philanthropy. When it came time to plan her own charitable legacy, she turned to the Sacramento Region Community Foundation.
Ready to take the next step? We’re happy to work with you and your clients to create the charitable fund that suits their giving goals. Schedule a meeting to get started and contact us at any time with questions.
Our team members are experts in identifying the most effective charitable solutions for the assets your clients want to give. We have in-house expertise to process complex gifts, helping your clients reach their charitable goals. Types of assets we accept include cash, stocks and other appreciated assets, business interests, real estate, retirement assets, and estate assets. See Ways to Give.
With our commitment to delivering world-class philanthropy, we offer a variety of support services to donors, based on their fund type. In general, we handle all back office support for your client’s charitable fund. In most cases, your clients will have access to our online donor portal, where our team will update them with information on contributions, awards (as applicable), investment earnings, and more. In addition, we are happy to conduct research on your client’s behalf, promote grant or scholarship opportunities (as applicable), and manage due diligence to ensure compliance. Our Philanthropy Team is available during office hours to respond to you and your client’s questions and needs.
The minimum contribution to set up all funds except for Scholarship Funds is $10,000; the minimum to establish a Scholarship Fund is $25,000. To endow any type of fund, the minimum contribution is $50,000; this ensures the fund generates meaningful awards to support the causes your clients care about most — forever.
We accept a variety of assets and have in-house expertise to process complex gifts, in collaboration with you and your clients, ensuring they achieve the greatest tax advantages. Charitable funds can also accept planned gifts. See Ways to Give.
We offer a variety of philanthropic funds to help your clients achieve a wide range of charitable goals, and our competitive support fees vary based on the type of fund. Support fees offset the cost of administration. Importantly, they are also reinvested in the community through our grantmaking and programs — attending to critical regional issues, improving local lives, and multiplying the impact of your clients’ giving. See our fee schedule. S
Charitable funds at the Sacramento Region Community Foundation are invested in our professionally managed investment pools, designed to fit your clients’ time horizons and giving goals. See Investment Portfolios.
Head to Financials & Forms page to review our most recent financial statements, as well as additional policies and resources related to our work.t
We are happy to mail additional brochures about our work to your office! Please email us at info@sacregcf.org with the quantity and your preferred mailing address.u
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We are your charitable partner, helping you support your clients’ giving while you retain control of your relationships.
