3103 Manatee Ave West, Bradenton, FL 34205
Office: 941.747.7765 - Fax: 941.747.7899

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 »    Wednesday, February 22, 2012
Create a Fund

You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity.  Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.

Funds can be established with cash, marketable securities, real estate, a lead trust, closely held stock, retirement plan assets, or by transferring an existing private foundation. Future gifts may be funded via a gift annuity, a charitable remainder trust, a life insurance policy, will, bequest or living trust. Contact Marilyn Howard, Executive Director to tailor the perfect charitable plan for you and your family at: marilyn@manateecf.org.

Type of Fund Purpose
Donor Advised Fund Donors are able to recommend grants to qualified 501(c)(3) organizations from the funds they have established .
Unrestricted
Funds
Offers the broadest giving option, allowing grants to be made to wherever our professional staff determines our community's needs are the greatest.
Field of Interest Fund A field of interest fund allows donors to direct the fund to specific areas of need that have special meaning to the donor, such as children’s programs, arts education, the environment, aiding the homeless, etc
Scholarship
Funds
Help students pursue academic goals. You may define guidelines for candidacy, the advisory committee, the school and the award itself.
Restricted
Funds
Provides perpetual support to specific charities that donors care about the most.
Agency Endowment Funds Funds are established by nonprofit organizations to serve as everlasting endowments.

Adell Erozer & Madge Rowlett One Stop Center
Adell Erozer & Madge Rowlett at the new One Stop Center

Seven Easy Steps to Philanthropy

  1. Discuss your overall philanthropic goals with your family members and legal or tax advisors.
  2. Decide how much you can afford to give.
  3. Determine the causes/organizations that will use your donations to meet the goals you support.
  4. Meet with us to discuss your plan.  Ask questions, explore the different gift vehicles available to you and review the documents needed to implement your plan.
  5. Share the documents with your family and your professional advisors.
  6. Transfer you gift to us.
  7. Review our confirmation of your completed gift and the ongoing progress of grants that are awarded from you fund.