community foundation of the ozarks essential questions 5 what are family and community funds
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Community Foundation of the Ozarks Essential Questions #5 What are Family and Community Funds?

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Community Foundation of the Ozarks Essential Questions #5 What are Family and Community Funds?. Hosted by:. Betty Ann Rogers Nixa Community Foundation Board Member and Donor. Julie Leeth Vice president, Community Foundation of the Ozarks. What is a Family and Community Fund?.

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hosted by
Hosted by:
  • Betty Ann Rogers
  • Nixa Community Foundation Board Member and Donor
  • Julie Leeth
  • Vice president, Community Foundation of the Ozarks
what is a family and community fund
What is a Family and Community Fund?
  • Small Donor Advised fund
  • Simplifies charitable giving
how is a f c fund established
How is a F&C Fund Established?

Establish with $2500 charitable donation and a fund document indicating who the donor advisors will be.

then what
Then what?
  • Recommend grants to charitable organizations (501c3, governmental entities, faith based organizations and educational entities.)
  • Add to the fund at any time and build into a donor advised fund or spend down to $0.
key reasons to establish a f c fund
Key Reasons to Establish a F&C Fund
  • Simplify Tax Records- One check can take care of an entire year of charitable giving. A tax letter can then be given to an accountant or financial advisor.
key reasons con t
Key Reasons, con’t
  • Exceptional Fund Management- Quarterly reports to donors. Charitable opportunities for collaboration with other donors
key reasons con t8
Key Reasons, con’t
  • Access to Resources- Access to Educational resources, and Foundation sponsored events.
key reasons con t9
Key Reasons, con’t
  • Help strengthen an important regional effort.
steps to create a family community fund
Steps to Create a Family & Community Fund
  • Contact CFO or a Regional CF and set up a preliminary meeting to define charitable goals.
creating cont
Creating, cont
  • Establish a fund. Decide who will serve as advisors for the funds.
creating cont12
Creating, cont.
  • Name your fund.
creating con t
Creating Con’t.
  • Seed your fund with cash, real estate, securities, and other appropriate options.
creating con t14
Creating, con’t
  • Recommend grants to any public charity. (Donor Central)
thank you
Thank you!
  • Our next presentation will be held on March 27th at 10:00 a.m.
  • This presentation will be titled “What Are The Advantages Of Having Scholarships With The Community Foundation?” and will be hosted by CFO scholarship coordinator Gay Lynn Russell and CFO Vice President Julie Leeth.
  • Please contact Bridget Dierks at [email protected] to enroll.
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