Funds & Giving Options
Every individual, family and corporate donor has unique interests, assets and circumstances. That’s why our custom fund vehicles, from scholarships to donor advised funds, allow for flexibility and a host of solutions for your giving. We also accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate.
A donor advised fund is a flexible giving vehicle that offers immediate tax benefits and allows donors to support the charities of their choice on their own schedule through grant recommendations.
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Donor Advised Fund Fact Sheet
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A private foundation alternative fund enables donors to facilitate their family’s charitable giving activities without all the administrative and management burdens of a traditional private family foundation.
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Private Foundation Alternative Fact Sheet
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Unrestricted funds allow donors to ensure their gifts go to support the most pressing community needs and the most effective solutions, however they may change over time. The Future of L.A. Fund is a special unrestricted fund that provides a simple and efficient giving mechanism for donors who want to focus their gifts on high-priority needs within Los Angeles County as identified by CCF’s expert advisors.
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Future of Los Angeles Fund Fact Sheet
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A field of interest fund allows donors to make an impact on their area of interest without committing to any specific organization by authorizing CCF’s experts to issue appropriate grants on their behalf. For example, if you wish to support children’s health, CCF staff will identify the most effective organizations working in the field to receive your funds. If the issue area changes, as when orphanages were replaced by the foster care system, our staff will work to seek out new organizations whose work fulfills your original charitable intent.
A scholarship fund lets donors choose a fund option, establish criteria and determine their own degree of involvement while supporting students of any age, background or education level.
Charitable Asset Management Partnership (ChAMP) is a customized investment option for donors who prefer to have their own trusted financial advisor manage the majority of their charitable assets. It provides comparable benefits to a private foundation or scholarship fund along with a full range of supporting services. The minimum initial gift is $500,000.
Cash gifts allow donors to claim a current tax deduction of up to 60 percent of adjusted gross income and carry forward contributions exceeding that limit for up to five subsequent tax years.
Email donorrelations@calfund.org for more information.
A gift of commercial or residential real estate owned for more than a year entitles the owner to a tax deduction for the property’s full fair market value while allowing the owner to avoid capital gains tax.
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Real Estate Fact Sheet
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Gifts of publicly traded securities and mutual fund shares qualify donors for an immediate charitable deduction of the full fair market value and an exemption from capital gains tax on the appreciation.
Closely held stock creates liquidity for charitable giving with illiquid assets while avoiding capital gains taxes, minimizing or eliminating estate taxes, and maximizing the tax deductibility of the donation.
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Closely Held Stock Fact Sheet
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Charitable contributions of various forms of retirement plan assets assist donors in reducing or eliminating income and estate taxes while simultaneously providing for the causes they support.
Donations of partial interests from an investment or business partnership permit donors to retain partial ownership of their business interests while also pursuing their charitable passions.
Bequests enable donors to support the community while retaining complete control over assets during their lifetime through a living trust or will while earning a full charitable deduction on estate taxes.
We specialize in simplifying the process of converting complex assets into charitable contributions. From commercial real estate to partnership interests, we accept a broad range of asset gifts that many commercial brokerage firms do not have the ability or the experience to accommodate.
