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Planned Giving

Planned Giving
January 11, 2024

Unrestricted giving, the trust factor, and why it matters to your clients

byInspiring Philanthropy

The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home healthcare services sector! And, trust is growing as a must-have prerequisite before your clients decide to give to an organization, increasing from 63.9% to 69.9% between December 2021 and December 2022.

With trust in charitable organizations driving so many giving decisions, it’s important for you and your clients to be aware of the community foundation’s role and commitment to stewardship. Every day, the team at the community foundation works with members of our board of directors, civic leaders, and nonprofit organizations to deeply understand the areas where the people in our community need the most help. Today, the most pressing need might be shoring up food resources for neighbors in need. Tomorrow, our community might need scholarships for disadvantaged youth or emergency assistance in response to a disaster. Indeed, the needs of our community are ever-changing. The community foundation always has its finger on the pulse of the community’s top priorities and the best way to address them. Through its convening power, community knowledge, and perpetual mission, your community foundation is an unparalleled resource to make our community better for everyone.  

As you talk with your clients about their philanthropic plans, keep in mind that many individuals and families establish multiple funds at the community foundation to meet all of their various charitable giving needs. For example, a family might establish a donor-advised fund to organize their regular annual giving, making it easy to track gifts of appreciated stock and support for a large number of individual charities. A member of this family might also establish an unrestricted fund or make gifts to existing funds that are specifically designated by the community foundation and its board of directors to address the most critical needs of our community. For example, your client may decide to:

  • Contribute to an unrestricted fund at the community foundation to support the foundation’s long-term grant-making. 
  • Donate to the community foundation’s operating fund to support the foundation’s mission for years to come. 
  • Support a special initiative fund to help people who need assistance right now to get back on their feet, relying on the community foundation’s network and expertise to invest the dollars where they’re needed most critically. 

Whatever ways your clients choose to get involved, you’ll know that you and your clients can trust the community foundation to make a lasting difference in the community we all love.

The Legacy Society is composed of individuals who have provided for the Fremont Area Community Foundation as part of their planned gifts. These are special people who are dedicated to a better future for their community for years to come.

There are many different ways to become a member of the Legacy Society. Simply inform the Foundation of the type of gift you have chosen to leave. This may include cash, securities, life insurance, IRA, memorials or other bequests. Gifts may offer tax advantages. We advise consultation with your financial advisor or attorney.

Becoming a member of the FACF Legacy Society has many advantages:

  • Flexibility - Through the Foundation you can serve several charitable interests in one place.
  • Involvement - Donors can choose the level of involvement according to their preferences.
  • Naming Rights - Funds can be named as desired: for an individual, a family, a purpose or an organization.
  • Experience - The Foundation’s Board of Directors and staff are experienced with philanthropy in the Fremont area.
  • Tax Savings - The Fremont Area Community Foundation is a 501(c)(3) organization and qualifies as a public charity under federal tax law.
  • Permanence - The Foundation will continue to respond to community needs of the future as they evolve.

For more information about planned gifts through the Fremont Area Community Foundation, please contact Melissa Diers at 402-721-4252.

January 11, 2024

Unrestricted giving, the trust factor, and why it matters to your clients

byInspiring Philanthropy

The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home healthcare services sector! And, trust is growing as a must-have prerequisite before your clients decide to give to an organization, increasing from 63.9% to 69.9% between December 2021 and December 2022.

With trust in charitable organizations driving so many giving decisions, it’s important for you and your clients to be aware of the community foundation’s role and commitment to stewardship. Every day, the team at the community foundation works with members of our board of directors, civic leaders, and nonprofit organizations to deeply understand the areas where the people in our community need the most help. Today, the most pressing need might be shoring up food resources for neighbors in need. Tomorrow, our community might need scholarships for disadvantaged youth or emergency assistance in response to a disaster. Indeed, the needs of our community are ever-changing. The community foundation always has its finger on the pulse of the community’s top priorities and the best way to address them. Through its convening power, community knowledge, and perpetual mission, your community foundation is an unparalleled resource to make our community better for everyone.  

As you talk with your clients about their philanthropic plans, keep in mind that many individuals and families establish multiple funds at the community foundation to meet all of their various charitable giving needs. For example, a family might establish a donor-advised fund to organize their regular annual giving, making it easy to track gifts of appreciated stock and support for a large number of individual charities. A member of this family might also establish an unrestricted fund or make gifts to existing funds that are specifically designated by the community foundation and its board of directors to address the most critical needs of our community. For example, your client may decide to:

  • Contribute to an unrestricted fund at the community foundation to support the foundation’s long-term grant-making. 
  • Donate to the community foundation’s operating fund to support the foundation’s mission for years to come. 
  • Support a special initiative fund to help people who need assistance right now to get back on their feet, relying on the community foundation’s network and expertise to invest the dollars where they’re needed most critically. 

Whatever ways your clients choose to get involved, you’ll know that you and your clients can trust the community foundation to make a lasting difference in the community we all love.