Maximize Your Impact

Personalize and simplify your giving with a charitable fund

Like you, our fundholders have a giving spirit and want to do good in the Sacramento region. They turn to the Foundation to make their giving more effective, permanent, meaningful, and local. After all, generosity is our only business, and we are honored to help charitable people throughout El Dorado, Placer, Sacramento, and Yolo counties express their charitable passions.

WHY GIVE THROUGH THE FOUNDATION?

You can enjoy making donations that connect you with the causes and organizations you care about and receive the maximum tax benefits, while we handle all the administrative details.

  • Manage all of your giving from one simple account
  • Consult our staff for personalized service that matches your charitable and financial interests
  • Handle donations and fund management online when it’s convenient for you
  • The Foundation takes care of check writing, grant administration, and IRS requirements

You will benefit from our track record in careful stewardship and expertise in charitable giving.

  • Over three decades of experience in stewarding assets that donors have entrusted to us
  • Governance and investment oversight by a board of key community leaders 
  • Collaboration with your attorney or advisor to facilitate even the most complex forms of giving
  • Full accreditation by the Council on Foundations, which signifies that we maintain the most rigorous standards in philanthropy

You can manage your giving according to your personal interests and choose your investment options according to your timeline.

  • Support the causes and community organizations that you care about most
  • Choose a fund type that is personalized to match your priorities and goals, without undertaking the expense of a private foundation
  • Select from a range of investment vehicles to grow your fund
  • Establish or add to your fund using cash or a variety of appreciated assets, such as publicly traded stocks, mutual funds, real estate or closely held business interests

You will have access to our knowledge base of the nonprofits who are effective in addressing local needs and benefit from our experience in strategic philanthropy.

  • Expert program staff available for personalized advice to guide decisions about your fund and your plans for giving
  • Printed and online resources to keep you informed of community issues and giving opportunities
  • Opportunities to meet other donors at events offering dynamic learning and sharing opportunities

You will enjoy knowing that your charitable giving is both smart and generous.

  • Receive the maximum tax advantage possible, as compared to a private foundation
  • Reach across generations by involving family members in your fund
  • Leave a legacy through estate planning that can benefit the community—forever
  • Enjoy anonymous giving and a buffer from unwanted solicitations, should you desire it
  • Know that you are part of a group of generous people who support positive change in our region

Opening a charitable fund at the Foundation is easier than you might think, considering that the impact of your generosity may last for generations to come. To get started, consider what will make your fund a true reflection of your individuality and your philanthropic wishes by reviewing the questions below. If you'd like to learn more about our services, we invite you to meet with our team, explore the family of funds we offer, and review our library of charitable giving resources.

WHAT ARE YOU PASSIONATE ABOUT?

How do you want to change your community through giving? What are your unique interests? How will the world be different because of your commitment?

DO YOU WANT IMMEDIATE OR ENDURING IMPACT?

You can decide whether you want to create an expendable fund to help community organizations immediately, or build a permanent endowment to support their needs, today, tomorrow and forever. 

The Rhodes opened their fund at the Foundation when they found they had less time for volunteering, but still wanted to give back to the Sacramento region.

WHICH TYPE OF FUND MEETS YOUR GOALS?

We offer a variety of funds structured to meet a multitude of donor goals. You may want the flexibility offered by a Donor Advised Fund, or you many prefer to direct your giving only to certain nonprofits through a Designated Fund. You can also choose to impact a certain cause, while asking us to help identify the organizations doing the most effective work in that field through a Field of Interest Fund. Or, you may be interested in supporting deserving students through a Scholarship Fund. Whatever your interests, our Fundholder Resources team can help you establish a charitable fund to match them.

Learn more about our family of funds

View additional charitable giving resources

Fundholders Lynn Cannady and David Ford with educators and students from a local school

"What are you passionate about?" We asked our fundholders to share what drives their charitable giving.

Read our Fundholders' Stories

WHAT WILL YOU GIVE, AND WHEN?

You will want to decide if you are giving current assets, or you want to give after you are gone through your estate plan – or both.

Give Now

Donors can give by check, money order or wire transfer, along with several other asset types. Gifts of non-liquid assets may allow you to make a substantial contribution while receiving valuable tax advantages. Generally, you may deduct the fair market value of the gift, and the capital gain from the donated asset will pass tax free to your fund at the Foundation. While we readily accept publicly traded securities, other gifts, such as closely held stock, IRA assets, real estate, partnership interests and some tangible personal property, may also be accepted based on the approval of our Board of Directors.

Give Later

When you include a gift to your fund at the Foundation in your estate plan, you make a charitable gift, enjoy tax benefits, and preserve economic security for yourself and your family. We can work with you and your professional advisor to find a charitable estate vehicle that works for you. Some future gifts may allow you to receive an income during your lifetime and benefit your favorite causes after you are gone.

Learn about legacy giving

We invite you to explore what fund type matches your charitable goals and review charitable giving resources. For more information about opening a fund at the Foundation, or to schedule an appointment to create your fund, please contact us

 

Ready to Open a Charitable Fund?

We are here to help you simplify your giving and strengthen your impact. We look forward to helping make your philanthropy powerful and rewarding, creating the lasting change you want to see — in this community and beyond.

CONTACT our TEAM