Cash Equivalents
You donate to the Community Foundation using cash equivalents, check or credit card.
Your gift creates or adds to a charitable fund at the Community Foundation.
The fund awards grants to charitable causes you recommend.
Giving cash equivalents may be appropriate if ...
- You are considering an immediate gift, to be made during your lifetime.
- You want a charitable deduction that will offset the largest possible amount of taxable income.
- You enjoy surplus cash flow after meeting your expenses.
Giving options ...
- Write a check.
- Give directly from your bank or investment account.
- Donate online.
Get started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Securities
You donate stocks, bonds or mutual funds.
The Community Foundation sells the securities and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
Giving securities may be appropriate if ...
- You own stocks, bonds or mutual fund shares that you have held at least one year.
- Those securities have increased significantly in value.
- Your financial advisor suggests you rebalance your portfolio.
Giving options ...
- Donate appreciated securities to the Community Foundation for a greater tax benefit than redeeming the security and donating cash.
- Be sure to inform us as securities are being transferred from a custody or investment account so we can track and accurately acknowledge your gift.
The Community Foundation is pleased to be of assistance in carrying out your charitable goals through a gift of publicly traded stock or other securities. To ensure that your stock gift is promptly and properly administered, please contact us prior to transferring the shares to let us know the stock name and number of shares to be transferred. You may provide this information to your regular staff contact or to any member of our Finance Department by calling 920-830-1290.
Please provide the following information to your broker so that he or she may direct your thoughtful gift to the Community Foundation’s account at Charles Schwab & Co.:
Account Name: Community Foundation for the Fox Valley Region, Inc.
Account Number: 4033-7502
DTC Number: 0164
Foundation Tax ID Number: 39-1548450
It is the Community Foundation’s policy to sell all shares upon receipt. The sale proceeds will be allocated to the charitable fund(s) or purpose(s) that you specify, and a formal acknowledgement of your gift (indicating the value of your gift for federal tax purposes) will be mailed to you. Thank you for your interest in using securities to support the charitable causes that have special meaning for you!
Get started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Real Estate
You donate real estate to the Community Foundation.
The Foundation sells the real estate and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
Giving real estate may be appropriate if ...
- You own residential, commercial, industrial or undeveloped real estate that you no longer want to maintain.
- The property generates income, or can readily be sold after gifting, to fund grantmaking that achieves your charitable goals.
- The property is environmentally clean and free from mortgage debt or other liabilities.
Community Real Estate and Personal Property Foundation
We rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage real estate gifts. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting and business.
Get started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Personal Property
You donate art, antiques or collectibles to the Community Foundation.
The Community Foundation sells the property and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
Giving personal property may be appropriate if ...
- You own artwork, antiques or a valuable collection that you no longer want to maintain.
- You want to make a significant gift without adversely affecting your cash flow.
- You want to save income or estate taxes.
Community Real Estate and Personal Property Foundation
We may rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage your gift of personal property. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting and business.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Business Interests
You donate an ownership interest in a business to the Community Foundation.
The Foundation sells the business interest and uses the money to add to or create a charitable fund.
The fund awards grants to charitable causes you recommend.
Giving a business interest may be appropriate if ...
- You hold an ownership interest in a closely held corporation, partnership, LLC or other entity that can be transferred to a charitable organization.
- The business interest generates income, or can readily be redeemed or sold after the gifting, to fund grantmaking that achieves your charitable goals.
- The business interest is not encumbered by debt and would not cause financial obligations for the Foundation or its affiliates.
Community Real Estate and Personal Property Foundation
We may rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage your gift of personal property. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting and business.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
IRA
You transfer assets from an IRA directly to the Community Foundation and may exclude that amount from gross income.
Your gift creates or adds to a charitable fund at the Community Foundation.
The fund awards grants to charitable causes you may designate.
Did you know you can make charitable gifts directly from your IRA? Gifts from IRAs are especially advantageous to donors over 70.5 years old, and are growing in popularity.
Check out this FACT SHEET about giving from your IRA.
Read: CARES Act includes charitable giving tax incentives
Giving from an IRA may be appropriate if ...
- You are age 70.5* or older.
- You have a traditional IRA. (There is no tax advantage in donating from a Roth IRA.)
- You don't need all of your IRA assets to meet your living expenses.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
*(NOTE: The minimum age for qualified charitable distributions from an IRA is 70.5. as of January 1, 2020, the SECURE Act raises the minimum age for required minimum distributions from 70.5 to 72.)
