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FORM 990

If you wish to view our IRS Form 990, you may download it pdfhere or check the following website: www.guidestar.org.



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Donor Advised Funds: Leveraging Your Charitable Giving for Community Benefit

Many of us want to give back to our communities. We want to make a difference. We care about the nonprofit organizations that provide critical services to make our communities better; education, health care, housing, feeding and sheltering the homeless, veterans, child care, family support, to name a few.

But how can I help my community? How can I achieve my charitable goals to make a difference?

These are questions many of our donors have asked themselves and have turned to The Community Foundation (TCF) for an answer. Our answer: establish an endowed Donor Advised Fund (DAF) at the Foundation.

A DAF offers a donor like you a flexible and easy-to establish vehicle for your charitable giving. There are essentially three parts to a DAF.

First, you make a gift of cash or appreciated assets (stocks, bonds, real estate, etc.) to TCF to establish your fund. You will receive a charitable deduction in the year of the gift.

Next, you give your DAF a name and purpose. You can name it after yourself, or someone you care about. Lastly, you can then recommend on an annual basis, grants from your fund to support one or more nonprofit organizations or causes you care about.

You just need to tell us in writing your annual recommendations for your grant making. It can be that easy! And we are happy to help provide guidance on your distribution, which will make an impact on the things you care about.

Why set up an endowed DAF? By setting up an endowed DAF, you are establishing it as a legacy of giving to benefit the causes you care about. It is being invested for growth, for the long-term.

TCF has recommended amounts for starting a fund and you can always add additional assets to your DAF. Your fund will grow through prudent investment and stewardship by TCF, creating an even greater impact for your charitable dollars for years to come.

One other benefit of a DAF is that when you pass away, your children or an identified successor advisor can continue to make recommendations for grants from your fund for a number of years.

Remember your DAF is there for the long-term. It was established for perpetuity.

For more information on DAFs and how to establish one at TCF, please contact Jose A. Marquez, Acting Vice President of Charitable Giving at 951-241-7777 or at This email address is being protected from spambots. You need JavaScript enabled to view it..