Donor Resources
Always consult your Financial Advisors when considering an
Asset Donation to the Foundation
Resources for Donors and their Financial Advisors
Before making a substantial gift to the CCCF, consider the following actions listed below:
•
Speak with your financial advisor(s) about any potential gifts.
o
Does this gift match your charitable giving goals / estate plan?
o
What tax implications should you be aware of regarding any gift made?
•
Consider including family members in the decision making process.
o
Including family members in your charitable giving plans - can provide a opportunity to
discuss other family financial matters; and
o
Can help create the next generation of family philanthropists!
•
Make sure you understand the terms of any Fund Agreement you create with the CCCF.
o
The name of the fund created;
o
The amount of your initial gift to the fund and if additional gifts can / should be made, and
by whom;
o
How and when disbursements will occur; and
o
How grantees will be selected (if applicable).
All gifts to the Foundation are accepted under the following conditions:
•
Gifts fall within the broad charitable purposes for which the Foundation was
organized;
•
Gifts are of a nature that, once appraised, will not place the existing assets of the
Foundation at risk;
•
Gifts that once accepted, can easily be converted into a type of asset that is
described in the Foundations Statement of Investment Policy;
•
Gifts that ensure that the Foundation is willing and able to administer the terms of the
gift in accordance with the Donor’s wishes, and;
•
Any Gift of Real Estate will be further evaluated in accordance with the Foundation’s
Guidelines for Acceptance of Real Property Gifts.