Create a Charitable Fund with Us
We get it. You want to make informed, thoughtful charitable giving decisions. That’s why we offer you variety and flexibility with the types of funds available to you, and customized philanthropic advice. From the immediate tax benefits of donor advised funds to the long-term support of field of interest funds, the Foundation provides an array of philanthropic options.
Let’s Work Together
You can support the organizations and causes you care most about today and after your lifetime, all while maximizing your financial and tax advantages. We can help you put your passion into action through a charitable fund at the Foundation.
It’s Easy to Establish a Charitable Fund
You have funds for other important goals like retirement and education. Why not one for giving? You can start giving with maximum impact today in three easy steps:
Pick the right fund for you
Options are available to fit any giving strategy
Choose how we invest your gift
Investment pools are designed to help meet your philanthropic goals
Choose what to give, and when
Nearly any asset can be converted into good — for today, or tomorrow
In all cases, we prefer to meet with you (and your advisor, as you wish) to learn more about your charitable and financial goals and review these steps. We can recommend the best giving vehicle for you.
The Right Fund for You
You have funds for other important goals like retirement and education. Why not one for giving? We have five options to simplify and amplify your philanthropy.
You can establish and name your own fund or give to an existing one; be acknowledged or remain anonymous. The choices are yours.
See our fee schedule by type of philanthropic fund.
1. Donor Advised Fund
Choose which organizations to support, and when
A donor advised fund organizes all your giving through one expertly managed and cost-effective vehicle. You choose which organizations to support, how much to distribute and when. If you want ideas and advice, our team will provide them. Go online to recommend grants, see your giving history and learn about great opportunities. Grants can be made to nonprofit organizations anywhere in the United States. We help by vetting potential nonprofit grantees, handling the paperwork, and writing the checks. You can name other advisors who may join or succeed you in recommending grants.
2. Scholarship Fund
By establishing a scholarship fund, you can help make college more affordable for students attending two or four-year colleges or graduate schools. You determine the scholarship criteria, such as field of study or residence in a particular county, and we award scholarships to deserving students matching your criteria.
3. Field-of-Interest Fund
Support the causes or communities you care about most
Want to support organizations in your county? Or perhaps you are especially passionate about the environment, the arts or health. With a field-of-interest fund, the Foundation will carefully select nonprofit organizations that meet your criteria and award grants from your fund.
4. Designated Fund
Guaranteed annual income for your selected nonprofits
A designated fund provides guaranteed annual support to one or more nonprofits that you care most about. If the designee merges with another or closes its doors, your fund remains intact and grants are made to support the original mission, either within the new organization, or another.
5. Nonprofit Fund
Nonprofits can create a lasting source of capital to support their mission
Nonprofit funds are established by nonprofit organizations so they can create a lasting source of capital to support their mission now and in the future. Nonprofits can take advantage of the Foundation’s investment management, gift planning expertise with complex assets, and receipting of incoming gifts. We manage record-keeping and tax reporting. All of this frees your nonprofit to focus on what it does best in the community.
How We Invest Your Gift (Wisely!)
Trusted stewardship, enduring philanthropic capital
For nearly 30 years, generous individuals, families and businesses have entrusted their philanthropic assets to the Community Foundation. The Foundation has a track record of strong investment performance across changing economic times. We seek the best possible return while avoiding undue risk — maximizing dollars available to fund critical work in our three counties today, while prudently stewarding and growing those resources to maintain an enduring source of philanthropic capital. Our investment decisions are guided by dedicated, expert investment professionals who serve on our volunteer Investment Committee.
How do you want your charitable gift managed? We offer five investment options to meet your philanthropic goals. We can help you give in perpetuity or retain maximum liquidity for immediate giving.
Quarterly investment returns, after being reviewed by our Investment Committee, are posted here. Note: Fund earnings are net of investment fees, and the Foundation covers the cost of our expert investment consultant.
Select an investment strategy that best suits your philanthropic goals.
1. Global Growth Portfolio
Aims to generate maximum long-term total returns within levels of risk determined to be prudent by the Foundation’s Trustees. The Foundation invests in publicly traded U.S. and international equities and U.S. bonds exclusively using low-cost indexed mutual funds.
2. Bank of America Agency Portfolio
A highly diversified portfolio of assets with a keen awareness of risk. This balanced approach, consistently executed, reconciles the market’s often volatile nature with our focus on long-term, steady growth over decades.
3. Socially Responsible Portfolio
A long-term portfolio for those donors who believe that investments can make a positive difference on social and environmental issues. As in any investment endeavor that limits the scope of investments, this portfolio may tend to be more volatile than one that is able to diversify across the entire universe of investment opportunities.
4. Intermediate Term Portfolio
The Foundation’s most conservative portfolio, its primary objective is to provide relatively stable value with the potential for principal growth. Achieving market rates of returns with broad diversification and low management cost is emphasized.
5. Short Term Portfolio
The main objective of the pool is preservation of capital and current income.
6. Recommend an Investment Advisor:
If the Foundation deems it prudent, newly donated assets to funds of $500,000 or more may be invested through an investment manager recommended by the donor. Each investment manager serves at the pleasure of the Trustees of the Foundation and the performance of each is monitored to make sure that portfolio assets and returns are appropriate.
Choose What to Give…
Nearly any asset can be converted to do good, often with tax and estate-planning benefits.
You can make contributions at any time, including online.
Gifting securities — public, closely held and restricted stock — can be a highly tax effective way for you to do more good.
Gifts of land, vacation homes, commercial properties and primary residences may be the most advantageous way for you to capitalize your charitable fund.
From artwork to jewelry to antiques, you may have personal belongings that could be doing a world of good.
You can name the Foundation as a beneficiary of your retirement plan or make donations from your IRA into your charitable fund (except donor advised funds, which cannot accept IRA contributions).
You can name the Foundation as a beneficiary or donate your fully funded policy during your lifetime.
Income from royalties and distribution rights can be directed into your charitable fund.
Convert your private foundation to a donor advised fund so you can save money and focus on your giving while we handle the administration.
We can help you experience the joy of giving today, and we welcome the opportunity to talk with you and your trusted advisors about including charitable giving in your estate plans.
Consider a gift to the Foundation in your will or trust and join hundreds of forward-looking New Hampshire donors who have made sure their generosity continues forever.
Charitable Remainder Trust
You or your named beneficiaries receive income for a determined period of time, with the principal coming to the Foundation later to support the causes you name.
Charitable Lead Trust
Annual payments are made to a fund you establish at the Foundation for a set term. The remaining assets pass to your heirs in a tax-efficient means of transferring wealth to the next generation.
Charitable Gift Annuity
You make a gift now and receive income for life (or designate a loved one to receive income for life), and the Foundation uses the balance later to support the causes you name.