Schuylkill Area Community Foundation has been a resource for professional advisors since 1967. We want to help your clients achieve their charitable goals. When that plan involves establishing a charitable gift fund, the Foundation offers services for administering and managing those funds at no cost to your client.

Each donor approaches charitable giving with a unique intent. The Community Foundation can help you determine the method of giving and type of fund that best fulfills that intent for your clients.

Key Benefits of a Community Foundation:

• Simplicity - One contribution to the unrestricted fund of the Community Foundation will address many charitable organizations and needs in Schuylkill County.
• Flexibility - The Community Foundation will, of course, honor a donor’s wishes regarding a designated beneficiary or area. However, if the intended purpose of the gift should ever become obsolete, the Foundation’s authority to amend provisions of the fund means it will be directed toward related concerns.
• Tax Benefits - The Schuylkill Area Community Foundation qualifies as a public charity under federal tax law. Thus, contributions qualify for maximum tax deductibility for income, gift and state tax purposes.
• Permanence & Continuity - A gift establishing a permanent fund with the Community Foundation will continue to benefit the community well into the future. The size of a fund can be increased at any time through additional gifts.
• Professional Management - The funds of the Community Foundation are invested and managed by professional investment managers. The performance of the managers is reviewed on a regular basis to ensure the Foundation’s investment objectives are met.
• Public Accountability - As a community foundation, funds are used for the public interest. All grants are publicly disclosed by the Foundation.
  

Seven Questions for Professional Advisors

1. Do I have clients who care deeply about their local community?
2. Do they give to more than one charitable cause?
3. Are they interested in creating a personal or family legacy?
4. Would they like to stay personally involved in the use of their gift dollars?
5. Do they want to receive maximum tax benefit for their charitable contributions?
6. Are they considering the creation of a private foundation, but interested in exploring other options?
7. Do they place a priority on sound financial management of their contributions?
   

   If you answered yes to any of these questions, your clients would benefit from knowing more about the Schuylkill Area Community Foundation.

Heritage Society Award
In 2004, The Schuylkill Area Community Foundation unveiled its Heritage Society Award. This award permanently recognizes attorneys, accountants, trust officers, estate planners and financial planners who share the value of philanthropy with their clients. Award recipients are recognized at our annual meeting and receive a gift from the Foundation for their support in the community.

Guidebook for Charitable Giving
Please contact our office at (570) 624-7223 to receive a free copy of the guidebook. Financial planners and attorneys who often had questions about the services we provide inspired this publication and the processes required starting a fund.