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Community Trust Donor-Advised Endowed Fund
Giving to and through The Community Foundation is a one-stop, easy way to be philanthropic. The foundation is a tax-exempt, public charity that allows people to support emerging community needs or to establish a separate, permanent fund within the confines of a larger foundation. Donors who work with the foundation find that we add value through our flexibility, expertise about the community, staff and administrative assistance.

Gifts to the foundation can be earmarked for permanent use in one of our fields of interest (such as for art or human services), our Millennium Trust, or the Community Trust, which will accommodate the community's most pressing needs, now and in the future. Gifts may also be directed toward the foundation's Administrative Endowment, to help us continue our work in the community. Such gifts enable us to offer such programs as Community Ventures, Social Venture Partners and the Culture of Giving movement.

You can make gifts to The Community Foundation or establish a fund using a variety of different assets. We are set up to accept cash and stock as well as a variety of more sophisticated and complex gifts, including closely held stock and real estate.

We encourage donors to help us build a permanent savings account for Boulder County by making a gift to the Community Trust. The foundation makes grants from this fund that respond to immediate community needs and opportunities.

Donors may also make gifts to establish their own named fund through The Community Foundation. There are a variety of options:

  1. The traditional Donor Advised Endowed Fund is a fund for now and the future. Donors generally recommend grants from a fixed percentage of the assets of the fund. Such funds tend to grow over time and benefit the community in perpetuity. The staff at the foundation is able to offer expertise and a variety of services to facilitate philanthropy.

  2. The Donor Advised Gift Fund accommodates donors who want flexibility. Once a Gift Fund is established, the donor may recommend grants from the principal of the fund and may in fact spend it down to zero. The Gift Fund is the perfect option for the donor who wants to make one tax-deductible gift now and focus on the specifics - with the help of our staff, if requested - at a later date.

  3. The Donor Advised Impact Fund offers a unique alternative to the first two funds. Like an Endowed Fund, the Impact Fund is invested in The Community Foundation's investment pool allowing the principal to grow over time. Donors may request that up to 20% of the fund be granted each year–increasing grant amounts to organizations the donors wish to immediately help.

A brochure describing the philanthropic goals and services of The Community Foundation Serving Boulder County is available on this website and in published form.

For a comprehensive guide to The Community Foundation's services and resources, link to "How We Can Help: Summary of Services of The Community Foundation."

A schedule of administrative fees for funds is available on this website, as is "Disclosure of Fees and/or Financial Benefits to Third-Party Participants".

Please send us e-mail at or call The Community Foundation office at 303-442-0436 (toll free: 1-877-744-7239) if you have questions.



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The fee schedule is also available in Adobe Portable Document Format (PDF; size 100 KB), a more printer-friendly format. You must have Adobe Reader installed on your computer to use this feature. You can download the free Adobe Reader software here.

 

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Community Trust Donor Advised Endowed Fund DonorAdvised Gift Fund Impact Fund Field of Interest Fund

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