Meeting your charitable goals requires careful consideration. But getting started is a simple process. The following questions will help you think about your charitable giving. We are always available to personally assist you.
For more information, contact the Foundation at (209)223-2148.
6 Questions to get you started
- What are my goals?
You might want to develop a plan that introduces your children to charitable giving or you might want to support a program that plays a significant role in your life. - When will I give?
You might want to start giving immediately or you may want to incorporate charitable giving into you estate plans. - What will I give?
You can contribute a wide variety of assets to an endowment of expendable fund at the Foundation. Upon acceptance of cash, securities, life insurance, real estate and other assets, your donation becomes available for grants. - What do I want to support?
You might want to support organizations that provide art and music to children or preservation of historical structures and artifacts in our County. - What are the costs/fees?
There are no fees for assistance. However, there is an administrative fee that supports the Foundation including operating services, financial services, grantmaking services, and investment management services.The endowment fund administrative fee is 2% per annum assessed on December 31 of each year. The expendable fund administrative fee is 5% on donations up to $5,000, 3% on donation up to $25,000 and 1.5% on donation of more than $25,000. - Where do I start?
Contact the Foundation at 209-223-2148. We’ll be glad to help you think through all the aspects of charitable giving.
