You know your clients. We know philanthropy. Let’s work together for impactful and fulfilling giving.
Our Vice President will work with your client to identify their giving style, passions and desired results. We can help them develop a charitable vision and will highlight community issues and help you and your client formulate strategies to respond to those needs. We strive to make sure the intent of your client’s giving is fulfilled.
To learn more about all of the ways that individuals and families can give, click here.
The Community Foundation of St. Clair County, through the guidance of the Finance & Investment Committee, selects investments that will provide maximum financial resources for the Foundation, balancing risk and return. Investment objectives consider both the Foundation’s financial needs as well as the committee’s tolerance for risk, inflation expectations and the Foundation’s liquidity needs.
The primary objective of the Foundation’s investments is to provide for long term growth of principal, through capital appreciation, income, donor development and gifts. Emphasis is placed on maintaining “real” growth of assets, net of inflation, spending and fees.
Disclaimer: The Community Foundation of St. Clair County is not engaged in rendering legal or tax advisory service. The purpose of this website is to provide accurate and authoritative information of a general nature.
As a lawyer, CPA, broker, or investment advisor, you can help your clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions.
The Community Foundation of St. Clair County can help you meet the needs of your clients. There is NO CHARGE for our service.
Since the Foundation is structured to benefit most nonprofit organizations, you can suggest donating through the Community Foundation without appearing to favor any one particular charity.
Almost all of the funds at the Community Foundation are endowed. This means that the principal amount of the fund (usually the gifts received from the donor) is generally considered restricted and is intended to last forever.
Grants are made from available earnings and/or appreciation based on investment returns and the Foundation's Spending Policy. Grants are generally not made by dipping into the general principal of the fund, except in unusual or extraordinary circumstances as determined by the Foundation, or unless the donor gives explicit permission to do so.
Through the power of their endowed fund, your clients will create bold and timely impact for their community today and for future generations.
Let’s talk about how the Community Foundation can work with you to help your clients create a lasting impact. You can contact Jackie Hanton, email@example.com or 810-984-4761.