Budget for Giving

Plan your philanthropic activities right into your budget just as you would other financial obligations.

Be an Informed Giver

Don’t hesitate to ask questions when you’re asked to give, including the specific name of the solicitor and his or her relationship to the organization, the specific projects the money will go toward, how much of your gift will be used for overhead and other important information.   Give only when you feel comfortable that your dollars will be going to support an organization you know and whose work you believe in.

Keep the Right Records

The Foundation will provide a properly worded receipt as a confirmation of these tax-deductible contributions to your fund.  We will also send an annual fund statement showing all gifts, investment earnings, grants made and fees. 

Ask About Matching Gifts

Many employers match gifts made by their employees or make grants to organizations recommended by employees.   Be sure to ask your company if it can help stretch your gift even further.

Remember, Your Gift can be Anonymous
If you prefer to have gifts from your charitable fund with us remain confidential, please let us know.

Consider Alternative Forms of Giving

Don’t overlook the benefits you and your cause can receive from bequests, charitable gift annuities, gifts-in-kind, remainder trusts, gifts of real estate, and many other creative forms of giving.  Ask your tax advisor or attorney to help create the best plan for you and your family.   We would be happy to participate in those discussions, if you would like us to. 

Volunteer!

In addition to financial support, consider giving your time and skills. Not only will you help the organization, but you’ll also make contacts, hone your skills, and learn more about your community and its needs.

Don't Forget You Have the Right to Say No

Give generously when you can, but if you’re unsure or feel uncomfortable—or if an organization simply falls outside your plan for giving—don’t be afraid to say no.   Or, ask for more information and take more time to think before making your decision.

Be a Proactive Giver!

You don’t have to wait to be asked. Plan a giving strategy in advance. Consult with our staff about how your gifts can be most effectively used and where you can make a real difference in the community.

Think about Needs

Many people think philanthropy is about giving to specific organizations and charities.   Others find it more rewarding and effective to focus on needs of the community, rather than specific organizations.    If you are interested in young children, talk with us and others about what agencies are doing the most promising and innovative work with early education and school readiness.   Some donors find it most rewarding and hopeful to focus on supporting “prevention strategies” that seek to prevent unhealthy choices or behaviors by young people rather than support programs that deal with the consequences of poor decisions.   Early intervention is often the best means of dealing with issues such as homelessness, substance abuse, teenage pregnancy, school drop outs, etc.