Opening a fund at The Community Foundation in Montgomery County is quick and easy – in most cases, the fund is operational in less than 24 hours.
You can do it yourself, or you can work through your financial advisor to set it up. The Community Foundation has extensive partnerships with financial advisors working with clients in Montgomery County.
You name the fund. You decide its charitable purpose. You contribute appreciated assets or cash to the fund. Then, grants are made from your fund to charitable organizations on your own timeline.
You receive a full tax deduction at the time the fund is established and when additional appreciated assets or cash are contributed into the fund.
Benefits and Opportunities
- Provide ongoing support to your favorite charitable organizations.
- Make your own giving choices or take advantage of our staff’s expertise to help identify the most effective nonprofits working in your area(s) of interest.
- Distribute gifts during your lifetime or leave a lasting legacy or both!
- Maximize tax savings!
We are here to help with all aspects of your charitable giving. Please feel free to contact us with your questions.
For more information on becoming a donor, click here.