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The Foundation will give you advice on the establishment and structure of your fund.
The Foundation will provide statements for each fund including; investment activity, itemized lists of donations to the fund, itemized lists of disbursements/grants from the fund.
The Foundation will provide gift acknowledgements to the donor of any gifts made in honor or in memory of individuals.
The Foundation will send receipts (meeting IRS standards) to anyone making contributions to the fund.
The Foundation will forward thank you letters to donors from grant recipients.
The Foundation will provide an independent audit of all financial transactions.
The Foundation will manage required IRS annual tax returns filed on behalf of the fund's activity.
The Foundation will provide professional charitable planned giving and estate planning assistance and referrals.
Humboldt Area Foundation currently manages more than $106 million in assets and pools investments for over 700 funds. Investing funds as a pool provides:
The Foundation provides two different investment pool options to help donors meet their objectives. As an overall investment strategy, the Foundation does not speculate on short term market shifts, but rather we invest for the long term in highly diversified portfolios to balance risk and to maximize returns over the long term.
Granting from your Donor Advised Fund
"I started a fund after my daughter to help inspire women in the field of technology here in Humboldt County."
— Jonathan Speaker
Please email or call us at (707) 442-2993.
363 Indianola Road, Bayside, CA 95524 (707) 442-2993 M-F 8:30am to 5pm Email Us Enews Sign Up
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