Donors
Create A Charitable Fund
We can be your partner in pursuing philanthropic goals.
Darrell and Joanna Poli with Sister Suzan Foster, former vice principal of St. Joseph Academy in St. Augustine. The Poli’s generously support many local organizations through their donor advised fund at The Community Foundation.
“We appreciate the ability to easily make grant recommendations that support organizations that actively engage and benefit our community.”
– Darrell Poli
We start by listening:
- Do you, your family or your organization want to organize and focus your giving? A Donor Advised Fund provides flexibility and benefits beyond a private foundation, allowing you to stay closely involved.
- Would you like us to identify and select the most effective organizations in which to invest? You may want to consider a Field of Interest fund, which lets you target an area that interests you, or an Unrestricted Fund that we can put to work for the community’s pressing needs or promising opportunities.
- Can we help you leave a legacy? You can contribute through an estate gift or other charitable gift vehicles (life insurance, IRAs, etc.) today knowing that your community will have a better tomorrow.
Why Choose Us?
Your choice of a partner for your charitable giving is important. Here are just a few reasons why you should consider The Community Foundation for Northeast Florida as your philanthropic home:
- We are a local 501c3 nonprofit organization with more than six decades of experience serving Northeast Florida; our Board of Trustees and professional staff have broad knowledge of community issues and needs.
- You will receive prompt, personal service, tailored to your charitable and financial objectives. In a Donor Perception Report by The Center for Effective Philanthropy in 2019, we received the highest average rating of any community foundation for donors’ overall satisfaction.
- You can invest in the causes you care about most, here in Northeast Florida, or with any organization that has a U.S.- based 501c3.
- The impact of your gift will be magnified as we pool donations and grants.
- We accept a wide variety of assets and can facilitate complex forms of giving.
- We can help structure your gift to maximize tax advantages and we will work with your professional advisor to put in place highly effective approaches to charitable giving.
- Your gift is secure – we prudently manage investments for total return, and we publish an annual, independent audit.
- You can leave the administrative work of charitable giving (e.g. investments, annual tax reporting, due diligence and compliance with laws and IRS regulations) to us.
- We offer the opportunity to connect with other donors in Northeast Florida.
- We have earned the GuideStar/Candid Platinum Seal for Transparency, the Charity Navigator 4-Star rating for nonprofit organizations, and we are accredited through the Community Foundation National Standards.
Donor Spotlight
The Tom Nehl Story
Tom Nehl loved Community Theater. He was devoted to supporting the local thespian community, and set up an advised fund at The Community Foundation to fund his passion. As he told us, “Through this fund, I will leave a legacy of support that will make Jacksonville’s community theaters better now and in the future.”
Types of Funds
You have a wide variety of giving opportunities through The Community Foundation. We can help you choose the one that’s just right for you. Call us and let us help you get started!
Donor Advised Fund
You can support one or more of the non-profit, school or religious organizations of your choice through a Donor Advised Fund. It’s easy to create and allows you to remain actively involved in recommending grants.
Field of Interest Fund
A Field of Interest Fund brings you right to the heart of an issue that moves you. By creating a Field of Interest Fund, you can concentrate your resources to a specific area of concern, and The Community Foundation will devote your grantmaking to that area forever.
Unrestricted Fund
Establishing an Unrestricted Fund entrusts The Community Foundation to determine where the community’s needs are greatest, and to concentrate resources to fulfill that effort.
Designated Agency Endowment Fund
Do you want to ensure that a cherished organization receives charitable contributions from you forever? Establish a permanent Designated Agency Endowment Fund. Your gift becomes an endowed fund of The Community Foundation.
Scholarship/Award Fund
Your establishment of a Scholarship or Award endowed fund could transform the life of future students. A Scholarship/Award Fund means that a promising student can pursue his/her dreams with your assistance.
Ways to Give
Give What You Have
There are many options to choose from when considering a philanthropic gift through The Community Foundation for Northeast Florida. Start making a difference with an outright gift today. Leave a lasting legacy of caring for our community with a planned gift. We have many Ways to Give!
- Cash
- Stocks, Bonds, Mutual Funds
- Real Estate
- Life Insurance Policies
- Bequests
- Gifts That Provide Income
- Charitable Lead Trusts
- Retained Life Estate
- Retirement Account Assets
Here to Help
For more information, contact:
Please Note: The purpose of this website is to provide general gift, estate, and financial planning information. The Community Foundation for Northeast Florida is not engaged in providing legal or tax counsel. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.