It starts with a conversation about what you envision your fund could accomplish: who it could help or what it could save, protect, build or teach.
It is our job to help you transform the vision into your legacy.
Let’s begin with a personal philanthropy plan tailored to you, your family and your vision. We work in partnership with your team of legal, tax or investment advisors so you can feel secure in the plan’s creation and execution.
Establishing a fund is the next step. Gifts may be cash, publicly traded or closely held securities, bequests, planned gifts, insurance, IRAs, Remainder or Lead Trusts or real estate.
Your fund will be administered much like a private foundation, but without the expense, administrative burdens and restrictions of a private foundation. You will receive maximum tax benefits with minimal liability, all while reaping the benefit of structured oversight provided by an experienced Board of Directors and professional staff. Fees for administration of funds are reasonable and competitive. Fund holders also experience the benefit of our individualized, concierge-style of service.
You have several types of funds to choose from, depending on your vision, plan and goals. The Community Foundation Martin – St. Lucie has expertise in establishing and administering Agency Endowment Funds, Designated Funds, Field-of- Interest Funds, Unrestricted Funds and Donor Advised Funds. Click here to learn more about these varied options. Through collaboration with us, you and your advisors find the right fund and the right focus to realize your goals.
Now is the time. Let’s get started.
We welcome an opportunity for a personal conversation about the ways in which The Community Foundation Martin – St. Lucie can be of service to you.