There are many reasons to establish a fund. Here are a few reasons our donors have cited…

Establishing a fund at the Community Foundation provides an easy, effective, and enjoyable way to achieve your philanthropic goals.

•  We are local: The Community Foundation is a Brevard County organization with extensive experience dealing with local issues and needs.

•  We make a permanent difference: The Community Foundation was built to last, and donors can feel secure that our staff, volunteers, investments, and mission are structured to strengthen our community in perpetuity. Gifts to the Community Foundation will continue impacting our County long into the future.

•  We can ensure anonymity: Making an anonymous grant from a Donor Advised fund is easy. As the fund advisors, you can decide on a grant-by-grant basis whether you’d like a nonprofit recipient to know the source of the gift it receives. (Grantmaking anonymity isn’t this simple if you establish a private foundation instead of a Donor Advised fund.)

•  We make complicated gifts easy: Giving should warm your heart, not burden you with tax complications and ongoing administrative details. We help donors make gifts in a cost and time effective way by accepting a variety of assets and allow you to support multiple organizations through one fund.

And there are special circumstances and charitable goals that add even more reason!

Year-end tax planning

Just earned a large bonus, but no time to decide on the most deserving charities? Establish a Donor Advised Fund for an immediate tax deduction, and stay involved in your gift for years to come.

Strategic giving

Passionate about meeting a specific community need and want to make a meaningful gift? The Community Foundation’s community expertise can help you identify ways to make the greatest impact.

Simple alternative to a private foundation

Thinking about establishing a private foundation, but looking for a better, simpler way? Or, frustrated with the ongoing management of your private foundation? Establish a Donor Advised Fund and stay personally involved with the distribution of gift dollars. Use The Community Foundation’s expertise for community knowledge and greater impact.

Sale of a company

Own highly appreciated stock in a company that is about to be acquired? Structure a charitable gift of stock before the company is sold to reduce capital gains and increase charitable deductions. Establish a Donor Advised Fund so a once-in-a-lifetime event can help you do good, for Brevard, forever.

Preserving an estate

Estate planning identifies significant tax burdens? Reduce the size of your taxable estate through a charitable bequest or other planned gift. Create a personal legacy in the community that stays true to your charitable intent forever.