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Center for Planned Giving
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Alternatives to Private Foundations
Giving Options
Planned Giving Strategies
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Giving Options
Donors may select from a variety of funds that best meet their charitable interests and needs.
Donor Advised Funds
Your client can have ongoing involvement in the use of their gift. They can work with the Center for Planned Giving to identify ways to use money from their fund to address the issues they care about most. Their recommendations are submitted to our Board of Trustees for approval, and we distribute their grant dollars.
Designated Funds
Your client can direct their gift to a specific purpose. They can help provide ongoing funding for virtually any cause they care about. Nonprofits can use a designated fund to build an agency endowment which will enhance their ability to accept large and complex gifts.
Field of Interest Funds
Your client can target their gift to address important needs in specific areas of community life. They identify their interests when making their gift, and our Board of Trustees awards grants to the nonprofits and programs they care about most.
Unrestricted Funds
Your client’s gift can address ever-changing community needs, including future needs that cannot often be anticipated at the time of their gift. We evaluate all aspects of Southern Arizona's well being, from the arts and culture to economic development, education, human services and more. The flexibility of your client’s unrestricted gift enables the Community Foundation for Southern Arizona to respond to our community’s most pressing needs.
Scholarships
Your client can invest their gift in our community’s future by showing students they care.
Supporting Organizations
Your client can use their gift to establish an alternative to a private foundation, with only a fraction of the administrative responsibilities. They select board members, maintain personal involvement, and support the causes and organizations they care about - all while benefiting from the favorable tax treatment of a public charity. They can leave the investment management, start up costs, grant administration and reporting requirements to us
.