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CREATE A FUND

HELP US BUILD FOR TOMORROW

HOW TO OPEN A FUND

Join other Coronado philanthropists and get involved to improve our neighborhoods, our community, and our region by opening a charitable fund at the Coronado Community Foundation. Partner with our expert charitable advisor to leave a legacy for the place you love and benefit the San Diego region, our nation and our world forever.

FUND INFORMATION

Our charitable advisor will help you give confidently, identify the most effective ways to start your philanthropic journey, and enhance your impact. Tell us more about the types of funds you are interested in.  You can reach our Charitable Advisor by calling 619-389-5280 to leave a message or emailing:  bill.lowman@ccfcoronado.org

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TYPES OF FUNDS

Listed below are three examples of Funds that can be created at the Coronado Community Foundation:

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SCROLL DOWN TO LEARN MORE ABOUT EACH FUND:

DONOR ADVISED FUNDS

help facilitate your active involvement in the granting process. Funds are managed and administered by the Coronado Community Foundation. 

LEGACY FUNDS

ensure your estate is used to provide equity, opportunity and prosperity for the causes you care about, now and forever. 

AGENCY FUNDS

are created by a donor to help an existing non-profit organization invest in its future.

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Donor Advised Funds help facilitate your active involvement in the granting process. Funds are managed and administered by the Coronado Community Foundation. 

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A Donor Advised Fund is a fund you establish and name at the Coronado Community Foundation. You, or your designee, can specify grants from the fund to your favorite charitable organizations. You can count on the CCF to advise you regarding where your funds might be best put to use to improve Coronado, but all grants are your decision.  Donors advise the Foundation about preferences regarding grant recipients, grant amounts and fund permanence.  The Coronado Community Foundation manages the assets and administers the granting process.  With a minimum gift of $1,800, you can open a Donor Advised Fund and begin recommending grants starting as low as $100.

 

A Donor Advised Fund allows donors to direct all of their charitable contributions through one personal philanthropic account. Upon giving to the fund, donors receive immediate tax benefits and may support nonprofits of their choice anytime in the future.

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Advantages:

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  • Use Funds for all charitable giving – in Coronado, in the San Diego Region or nationally. 

  • Your Fund at CCF is less expensive to create and operate than a private foundation and offers greater tax benefits.

  • Extend Your Impact: Your fund at the CCF can be invested according to your plans and possibly increase funds tax-free.

  • Knowledgeable Service: We assist with nonprofit research, gift agreements, family philanthropy meetings, site visits, legacy planning and more.

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​More Benefits:

A donor advised fund can make your charitable giving more efficient and impactful. 

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  • Transfer assets of many kinds into the fund

  • Receive an immediate tax deduction when you establish the fund

  • Give the money to charities of your choice over time

  • Have fewer receipts to itemize at tax time

  • Simply do more good in less time

  • At the Coronado Community Foundation, philanthropy is our area of expertise. We have the knowledge of local and regional nonprofits and community needs that can make your philanthropy more strategic and purposeful.

  • Our fees are competitive with commercial institutions and other community foundations. CCF provides high value for the personalized service, investment stewardship and philanthropic expertise that we offer our donors.

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DONOR ADVISED FUNDS

LEGACY FUNDS

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Legacy funds ensure your estate is used to provide equity, opportunity and prosperity for the causes you care about, now and forever.  You donate the funds. The CCF invests and manages them, which are endowed in perpetuity.  You designate the beneficiary organization(s) or cause.

 

Please call our Charitable Advisor at 619-389-5280 or send an email to bill.lowman@ccfcoronado.org. We would be happy to arrange a meeting with you, your attorney, investment advisor or estate planner.

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Listed below are some of the philanthropic vehicles used by donors to create legacy funds:

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  • Bequest

  • IRA Rollover

  • Beneficiary Designation

  • Charitable Gift Annuity

  • Life Estate Annuity

  • Donor Advised Fund

  • Charitable Remainder Trust

  • Bargain sale

Some donors give from assets listed below:

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  • Stocks and Bonds

  • Real Estate

  • Retirement Assets (IRA, etc.)

  • Cash

  • Insurance

AGENCY FUNDS

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Agency funds are created by a donor to help an existing non-profit organization invest in its future. Donations are made to a specific fund created at the Coronado Community Foundation.  The proceeds from investing the gifts are distributed to the designated organization.  With a permanent and sustainable form of funding through an endowment, nonprofits can continue to provide vital community services for generations to come.

mber of” mean?

If you would prefer to discuss your philanthropic ideas with our charitable advisor, send us an email at bill.lowman@ccfcoronado.org or call 619-389-5280

 

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