Giving Options
An Invitation to Help!
Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to Marion County Community Foundation (MCCF). Your gift qualifies for maximum charitable benefit under state and federal law.
Bequest
You can designate a gift or portion of your estate to MCCF and—in some cases—receive a substantial reduction in federal gift and estate taxes.
Gifts Annuity
You can make a gift of cash or property to MCCF now, get immediate tax benefits, and ensure that you or a loved one receives fixed quarterly or annual income payments for life.
Gifts in Trust
You can place cash or property in a trust that is designed to meet your special needs, whether that is annual income to you or a beneficiary with the balance contributed to MCCF at your death or transferred to your beneficiaries.
Four Great Giving Options!
Unrestricted Funds
You can use your gift to meet ever-changing community needs—including future needs that often cannot be anticipated at the time your gift is made. The flexibility of your unrestricted gift enables the Marion County Community Foundation to respond to the community’s most pressing needs, today and tomorrow.
Field of Interest Funds
You can use your gift to meet ever-changing community needs—including future needs that often cannot be anticipated at the time your gift is made. The flexibility of your unrestricted gift enables the Marion County Community Foundation to respond to the community’s most pressing needs, today and tomorrow.
Designated Funds
You can direct your gift to a specific agency or purpose. Help provide ongoing funding for a senior center, museum, your church, or virtually any nonprofit charitable organization. You identify the recipient you wish to benefit through your gift, and MCCF will manage the annual distribution of funds.
Donor Advised Funds
How a Donor Advised Fund Works
A Donor Advised Fund can help you achieve your charitable goals in an efficient manner. It is an account that can be established and funded currently. You can also name your fund as a charitable beneficiary of your will, charitable trust, gift annuity, retirement plan, or insurance policy.
Gifting Information
Just as the name implies, each year you can advise as to whom, how much, and when to give from your Donor Advised Fund. You may change the charities that benefit from you fund without the expense of changing wills, trust, or other legal documents. With a donor advised fund, you can name successors to carry on your charitable goals. For example, you may name your children, grandchildren, or other trusted advisors to carry on your legacy. This will allow you to pass your giving values on to future generations.
Benefits
Let your investment advisor know your charitable giving goals and ask for help in accomplishing them. Your Donor Advised Fund is never subject to public record. This means that your fund will not be solicited by charities except through your own activity.
Tax/Economic Advantages
Your Donor Advised Fund qualifies for the highest charitable income and estate tax deductions allowed by law, while bypassing capital gains tax on gifts of appreciated assets to the fund. You will save time and money with a Donor Advised Fund with the Marion County Community Foundation. Through economies of scale, your administrative costs will be minimized. It saves you having to comply with required annual tax auditing and reporting. As part of MCCF, these requirements will be performed for you.
Let Us Help You
A Donor Advised Fund can help you achieve your charitable goals in an efficient manner. It is an account that can be established and funded currently. You can also name your fund as a charitable beneficiary of your will, charitable trust, gift annuity, retirement plan, or insurance policy.