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We offer a wide range of gifting options and vehicles that you can use to establish or add to a named grantmaking fund today or as part of an estate plan.
To learn more about the Types of Planned Gifts we accept that include Charitable Gift Annuities, Charitable Lead Trusts, and Bequests, contact Kim Harmon at email@example.com to schedule an informal meeting to answer any questions you might have.
The following assets are acceptable
A cash gift is the simplest way to establish a named fund or to add to an existing fund. Checks shall be made payable to the Harrison County Community Foundation with the direction of the contribution named on the memo line of the check.
Gifts of securities (bonds and stock) may also be used to establish a fund or add to an existing fund. The securities may be transferred to an account maintained at one or more brokerage firms or delivered physically with the transferor’s signature or stock power attached. As a general rule, all marketable securities shall be sold upon receipt. In some cases marketable securities may be restricted by applicable securities laws; in such instance the final determination on the acceptance of the restricted securities shall be made by the Foundation Finance Committee.
Other types of assets that may be considered but approved by the Board of Directors
All gifts of tangible personal property will be examined in light of the following criteria.
These securities which include not only debt and equity positions in non-publicly traded companies but also interests in LLPs and LLCs or other ownership forms, can be accepted subject to the approval of the Foundation Finance Committee. These gifts must be reviewed prior to acceptance to determine that:
HCCF may accept gifts of agricultural products including grain, livestock, hay and timber. These assets do not have to be converted into cash first. In fact, in order for the donor to receive tax benefits, the product must be donated directly to the foundation. This is a brief outline of the steps.
Please contact the foundation prior to making a gift in order to ensure the correct procedures are followed.
Gifts of real estate may include developed property, undeveloped property or gifts subject to a prior life interest. Prior to acceptance of real estate, the Foundation will require an initial environmental review of the property to insure that the property is not contaminated with environmental damage. Other restrictions may apply as per the Gift Acceptance Policy.
You can give in any amount to
any existing fund.