Advisor Resources
As an advisor, you play a crucial role in shaping your clients' financial strategies. The Foundation offers a wealth of resources and expertise to assist with any philanthropic endeavors your clients may pursue. Our aim is to collaborate with you, enabling you to concentrate on the overarching vision of your clients' financial well-being, while we handle the intricacies of philanthropy.
This toolkit is tailored specifically for you. You are welcome to access, print, and distribute these materials to your clients. We encourage you to explore our Donor Advised Funds, which have become the most rapidly expanding fund type nationwide.
This toolkit is tailored specifically for you. You are welcome to access, print, and distribute these materials to your clients. We encourage you to explore our Donor Advised Funds, which have become the most rapidly expanding fund type nationwide.
Donor Advised Funds
Donor Advised Funds have become the nation's fastest-growing fund type for several compelling reasons: they offer tax efficiency, simplicity in management, and enable donors and their successors to facilitate significant, long-term philanthropic contributions. While Donor Advised Funds lead in growth, we also provide Charitable Checkbook® funds and a variety of other options tailored to meet the specific preferences of each donor. Moreover, all our fund types grant access to the Foundation’s comprehensive suite of services, knowledge, and resources, enhancing the impact of charitable giving.
Enjoy Tax Benefits and Flexibility:
A minimum initial contribution of $25,000 in cash or appreciated assets grants the full benefits of a private foundation, sans the additional costs or administrative complexities.
Choose from four investment program options for the fund and receive tax-free earnings above the professional service fee back into the account.
Determine the timing of grants to nonprofit organizations without any obligation to advise a grant in a particular year.
Receive a tax deduction upon donations into the fund.
Strategically Amplify Your Impact with Our Expertise and Resources:
Access our library of donor resources, featuring knowledge reports and updates on philanthropic trends and research relevant to your giving interests.
Stay informed about local, regional, and national philanthropic trends and news pertinent to your interests or passions.
Designate successors (e.g., children, family) to continue advising grants beyond your lifetime.
Engage in specialized family giving services; engage in family discussions with Foundation facilitators to craft a family philanthropic strategy.
Specialized Service, Convenience, and Effortless Management of Contributions:
Utilize our online donor portal to distribute grants of $100 or more to the nonprofit of your choice at your preferred time.
Monitor account activity online, receive quarterly fund statements, and necessary tax paperwork promptly.
Mitigate capital gains by donating long-term appreciated assets into the fund, such as stocks, real estate, mutual funds, and life insurance policies.
Opt to receive acknowledgment for grants or remain anonymous.
Enjoy Tax Benefits and Flexibility:
A minimum initial contribution of $25,000 in cash or appreciated assets grants the full benefits of a private foundation, sans the additional costs or administrative complexities.
Choose from four investment program options for the fund and receive tax-free earnings above the professional service fee back into the account.
Determine the timing of grants to nonprofit organizations without any obligation to advise a grant in a particular year.
Receive a tax deduction upon donations into the fund.
Strategically Amplify Your Impact with Our Expertise and Resources:
Access our library of donor resources, featuring knowledge reports and updates on philanthropic trends and research relevant to your giving interests.
Stay informed about local, regional, and national philanthropic trends and news pertinent to your interests or passions.
Designate successors (e.g., children, family) to continue advising grants beyond your lifetime.
Engage in specialized family giving services; engage in family discussions with Foundation facilitators to craft a family philanthropic strategy.
Specialized Service, Convenience, and Effortless Management of Contributions:
Utilize our online donor portal to distribute grants of $100 or more to the nonprofit of your choice at your preferred time.
Monitor account activity online, receive quarterly fund statements, and necessary tax paperwork promptly.
Mitigate capital gains by donating long-term appreciated assets into the fund, such as stocks, real estate, mutual funds, and life insurance policies.
Opt to receive acknowledgment for grants or remain anonymous.
Fund Options
Designated Funds. These funds support specific charitable organizations.
Adam Strongin Memorial Fund – providing scholarships for children to attend Eco-Adventure school vacation camp
Art Society Fund – supporting the arts and culture in SWFL
Bonnie Biggs Fund – benefiting Hope Healthcare Services and their mission to serve individuals through Hospice House in Cape Coral
Cape Coral Youth Services Fund – providing access to programs for those under 18 to give them opportunities for a healthy, productive lifestyle and foster civic involvement
Carver Family Education Fund – providing scholarships for EMTs and paramedics
Dr. & Mrs. Stuart M. Mitchell Fund – supporting annual grants to nonprofits and Cape Coral Technical College
Earle & Boots Tolles Veterans Memorial Restoration Fund – preserving the Veterans memorials at Eco Park
Friends of the Foundation Fund – benefitting The Community Foundation to support their leadership work and nonprofit membership program
Gustave C. & Marie L. Ferris Fund – funding nonprofits that assist battered women and children
Jeffrey Carson Elliott Fund – supporting nonprofits that serve clients with Down Syndrome and related illnesses
Liam J. Perk Endowment Fund – maintaining the Liam J. Perk Playground at Rotary Park and providing funding for organizations that educate the public about dog safety
Martha Gurwit Fund – supporting Cape Coral Friends of Wildlife
Mary Ann Sedlock Fund – providing scholarships to SWFL youth through the Parks & Recreation Department
Matthew Jennings Memorial Fund
Pierre & Anita Van Acker – Van Garsse Fund – supporting nonprofits that help chronically ill children
Robert Allen’s Smile Fund for Special Populations – meeting educational and scholarship needs of individuals participating in the Special Populations Program
Rosemarie G. Haynie Fund – providing grants to nonprofits that serve SWFL residents over 55
Schroder Fund for the Preservation of the History of Cape Coral – supporting the work of the Cape Coral Historical Society and Museum
Schroder Scholarship for Art Fund – providing financial assistance for SWFL residents who have a desire to learn art
Spiro & Associates Fund for the Arts – funding art initiatives and programs in the community
Art Society Fund – supporting the arts and culture in SWFL
Bonnie Biggs Fund – benefiting Hope Healthcare Services and their mission to serve individuals through Hospice House in Cape Coral
Cape Coral Youth Services Fund – providing access to programs for those under 18 to give them opportunities for a healthy, productive lifestyle and foster civic involvement
Carver Family Education Fund – providing scholarships for EMTs and paramedics
Dr. & Mrs. Stuart M. Mitchell Fund – supporting annual grants to nonprofits and Cape Coral Technical College
Earle & Boots Tolles Veterans Memorial Restoration Fund – preserving the Veterans memorials at Eco Park
Friends of the Foundation Fund – benefitting The Community Foundation to support their leadership work and nonprofit membership program
Gustave C. & Marie L. Ferris Fund – funding nonprofits that assist battered women and children
Jeffrey Carson Elliott Fund – supporting nonprofits that serve clients with Down Syndrome and related illnesses
Liam J. Perk Endowment Fund – maintaining the Liam J. Perk Playground at Rotary Park and providing funding for organizations that educate the public about dog safety
Martha Gurwit Fund – supporting Cape Coral Friends of Wildlife
Mary Ann Sedlock Fund – providing scholarships to SWFL youth through the Parks & Recreation Department
Matthew Jennings Memorial Fund
Pierre & Anita Van Acker – Van Garsse Fund – supporting nonprofits that help chronically ill children
Robert Allen’s Smile Fund for Special Populations – meeting educational and scholarship needs of individuals participating in the Special Populations Program
Rosemarie G. Haynie Fund – providing grants to nonprofits that serve SWFL residents over 55
Schroder Fund for the Preservation of the History of Cape Coral – supporting the work of the Cape Coral Historical Society and Museum
Schroder Scholarship for Art Fund – providing financial assistance for SWFL residents who have a desire to learn art
Spiro & Associates Fund for the Arts – funding art initiatives and programs in the community
Community Funds
These funds support the grant programs of The Community Foundation.
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Andrew and Emilie Barnette Fund
Robert and Bonnie Biggs Fund George T. and Elizabeth B. Clark Fund Community Fund Frank and Joyce Cordon Fund Corporate Partner Endowment Fund General Endowment Fund Giving Alliance of Women Fund David W. and Joyce M. Gomer Fund |
Ivan and Dorothy Gorr Fund
Mary Lou & Carl Griffith Fund Sarah E. Grimley Fund James and Jean Hendrickson Fund Kirby Giving Foundation Fund Grace A. Mirsch Fund Bill and Vi Sigmund Fund Whiting Fund |
Agency Funds
Animal Refuge Center
Cape Christian Legacy Fund
Cape Coral Animal Shelter
Cape Coral Art League Fund
Cape Coral Caring Center Fund
Cape Coral Housing Initiatives Fund
Edison Community Boating Fund
Health & Wellness Fund of Cape Coral Hospital
Quality Life Center of SWFL
Water’s Edge Future Fund
Water’s Edge Growth Endowment Fund
Cape Christian Legacy Fund
Cape Coral Animal Shelter
Cape Coral Art League Fund
Cape Coral Caring Center Fund
Cape Coral Housing Initiatives Fund
Edison Community Boating Fund
Health & Wellness Fund of Cape Coral Hospital
Quality Life Center of SWFL
Water’s Edge Future Fund
Water’s Edge Growth Endowment Fund
Scholarship Funds
These funds can be designated for any level of education, a specific school, university, or field of study.
Beier Scholarship Fund – providing financial assistance to graduating seniors from Immokalee High School
Mr. Bill West Fund – for graduating seniors from Mariner High School
Bird Scholarship Memorial Fund – (Robert H. & Bertha L. Bird) to provide college scholarships to students who attend Faith Presbyterian Church
Rotary Club of Cape Coral Goldcoast Scholarship Fund – providing four – year scholarships to Cape Coral graduating seniors
Kai Fuhrmann College Scholarship Fund – for graduating seniors from any Cape Coral high school
J.S.C. Priority Scholarship Fund – providing scholarships for athletes who are graduating from North Fort Myers High School
Beier Scholarship Fund – providing financial assistance to graduating seniors from Immokalee High School
Mr. Bill West Fund – for graduating seniors from Mariner High School
Bird Scholarship Memorial Fund – (Robert H. & Bertha L. Bird) to provide college scholarships to students who attend Faith Presbyterian Church
Rotary Club of Cape Coral Goldcoast Scholarship Fund – providing four – year scholarships to Cape Coral graduating seniors
Kai Fuhrmann College Scholarship Fund – for graduating seniors from any Cape Coral high school
J.S.C. Priority Scholarship Fund – providing scholarships for athletes who are graduating from North Fort Myers High School