Your Charitable Fund Made Easy by Community Foundation of Broward

KEARNS FAMILY FOUNDATION FUND

LAWRENCE A. SANDERS FUND TO PROMOTE LITERACY

CATHY AND JAMES DONNELL FAMILY FUND

COMMUNITY FOUNDATION of BROWARD

NANCY LYNN BROWN SCHOLARSHIP FUND

COMMUNITY FOUNDATION of BROWARD

BBX CAPITAL FUND FOR THE ARTS

JIM AND JAN MOR AN FUNDS

COMMUNITY FOUNDATION of BROWARD

SCOTT FAMILY FUND

COMMUNITY FOUNDATION of BROW

LEONARD AND ANTJE FARBER ENDOWMENT FUND

JOHN H. R AU SPACE EDUCATION FUN

COMMUNITY FOUNDATION of BROWARD

COMMUNITY FOUNDATION of BROWAR

YOUR CHARITABLE FUND MADE EASY

COMMUNITY FOUNDATION of BROWARD

THY AND HAROLD D. FR ANKS S

DON AND JUDY THIEL FUND

COMMUNITY FOUNDATION of BROWARD

ITY FOUNDATION of BROWARD

JACK AND HARRIET KAYE FUND COMMUNITY FOUNDATION of BROWARD

MARY AND ALEX MACKENZIE COMMUNITY IMPACT FUND

HELEN AND FRANK STOYKOV CHARITABLE ENDOWMENT FUN

COMMUNITY FOUNDATION of BROWARD

LOU AND MAY JEAN WOLFF FAMILY FOUNDATION FUND

JAMES I. CODDINGTON, J CHARITABLE FUND

COMMUNITY FOUNDATION of BROWARD

HUDSON FAMILY FUND

COMMUNITY FOUNDATION of BROWARD

RICHARD FRISBY AND EDWARD BURKHART FUN COMMUNITY FOUNDATION of BROWARD

LIBBY AND JACK DEINHARDT FUNDS

THE ELIZABETH COTTER MEMORIAL FUND

STEPHEN AND ETHEL KELLE FUNDS

COMMUNITY FOUNDATION of BROWARD

AND MARION T. ARCHIBALD

KIWANIS CLUB OF FORT LAUDERDALE CHARITABLE FUND

EVERETT H. METCALF, J UNRESTRICTED FUND

OUNDATION of BROWARD

COMMUNITY FOUNDATION of BROWARD

G I V E • G ROW • G R A N T

GIVE • GROW • GRANT

CHARITABLE FUND CASE STUDY

MARY AND ALEX MACKENZIE COMMUNITY IMPACT FUND COMMUNITY FOUNDATION of BROWARD

More than a decade ago,

it to be narrowly focused

The Mary and Alex

Mary Mackenzie created her

on a specific issue because

Mackenzie Community

endowed Mary and Alex

she knew that community

Impact Fund has already:

Mackenzie Community

needs change over time.

Impact Fund. Mary’s

And because it’s endowed,

• Helped boost Broward’s

fund has no restrictions

Mary’s bold impact will grow

high school graduation

and evolves with the

over time and last forever.

rate.

community. She didn’t want • Moved hundreds of struggling families to financial stability. • Furthered acceptance and

Current 2021 fund balance is $15.6M

inclusion of Broward’s LGBTQ+ residents. • Enabled children aging out of foster care to transition to independence.

To Date: 236 grants awarded - totaling $7.8M

• Improved the quality of life and reduced isolation for Broward seniors. • Invested in efforts to tackle climate change, sea-level

2008: Fund created with a $12.1M gift Mary’s fund produces approximately $780,000 each year for the Community Foundation to grant and tackle Broward’s greatest needs.

rise and beach erosion. • Found forever homes for thousands of Broward shelter animals.

G GIVE IVE + • G GROW R O W =• GRANT GRANT

Whether you’re 28 or 82, you may have questions about how to give back to your community. No matter what you want to achieve with your giving, the Community Foundation of Broward has a charitable fund that’s right for you.

We help you give, grow and grant to create BOLD community impact.

GIVE • GROW • GRANT

Giving is always easy with the Community Foundation of Broward 1

DECIDE,

DEFINE

GIVE

RELAX

with guidance from us and your advisors, which type of charitable fund makes the most sense for you.

the kind of impact you would like to create with your fund.

Establish your fund with: - Cash - Stock - IRA Distribution - Real Estate - Life Insurance - Gift From a Private Foundation - Grant From an Outside Donor-Advised Fund

because your charitable fund is now in place and creating the impact you want in the community you love.

GIVE • GROW • GRANT

Your Charitable Fund = BOLD Impact • Do you want to have

YOUR CHARITABLE

NAMING YOUR FUND:

a broad impact on the

FUND:

It can bear your name,

community you love?

• Supports philanthropy

your family’s name or

• Is there a particular issue

that reflects your values,

you can choose a name

that you are passionate

passions and goals.

that is meaningful to you.

about?

• A powerful alternative

One hundred years from

• Do you want the

to a family foundation –

now, your fund will still be

flexibility of giving to

without the additional

making gifts in whatever

any charitable

administrative

name you choose. You can

organization anywhere,

responsibilities.

also set up an anonymous

any time?

• Amplifies the impact of

fund if you prefer.

• Is there a specific charity

every dollar you give

you wish to support?

by drawing on our

• Would you like to leave

philanthropic expertise

a legacy that enables

and community

the Foundation to tackle

knowledge.

a variety of community

• Carries on your legacy

issues that may arise 10,

of community impact for

50, 100 years from now?

generations to come.

See Which Type of Charitable Fund Fits You Best

Know Your Impact No matter which type of fund fits you best, we will keep you informed and connected so you always know the bold impact your charitable giving is having on the community you call home. 3

UNRESTRICTED FUND

I want to support...

The issues of the greatest concern to the community at any particular point in time – whether today or 100 years from now. YOUR UNRESTRICTED

Because you set no limitations

undertaking our community’s

FUND responds to the

on which issues your fund will

most critical work forever.

most pressing needs of the

tackle, you enable our expert

community, including future

team and Board of Directors

Your unrestricted fund

needs that often cannot be

to do what we do best –

becomes a permanent source

anticipated at the time it is

assess community needs and

of support for the community,

established.

respond by awarding grants

like an insurance policy for the

to the nonprofit organizations

place you call home.

G I V E • G ROW • G R A N T Give to your fund and recieve a tax deduction

Grow your charitable assets

The Community Foundation’s expert team determines the causes and organizations to support, on your behalf

Contributions

Unrestricted Fund Deductions

Administration

Investments

Community Foundation of Broward

Community Foundation of Broward or your Financial Advisor*

*Fundholders with fund balances of $1M or more may select their own investment advisor in accordance with Community Foundation of Broward guidelines.

FIELD OF INTEREST FUND

I want to support...

A particular cause that I care about. YOUR FIELD OF INTEREST

health. You determine the

heart, a Field of Interest Fund

FUND supports the specific

issue(s) or area(s) your fund

assures that your fund will

issues that are important to

will benefit, the grantmaking

always be used to support

you. For example, you may

is handled by our expert

that issue in ways that reflect

want to support the arts, the

team and Board of Directors

your values, passions and

environment, education, or

on your behalf. If you hold a

goals.

particular issue close to your

G I V E • G ROW • G R A N T Give to your fund and recieve a tax deduction

Grow your charitable assets

The Community Foundation’s expert team identifies organizations to support in your chosen issue area(s)

Contributions

Arts

Field of Interest Fund Deductions

Environment Administration

Investments

Community Foundation of Broward

Community Foundation of Broward or your Financial Advisor*

*Fundholders with fund balances of $1M or more may select their own investment advisor in accordance with Community Foundation of Broward guidelines.

D O N O R - A DV I S E D F U N D

I want to support...

A variety of causes and charitable organizations that are meaningful to me. YOUR DONOR-ADVISED

as needs and opportunities

also share new opportunities

FUND (DAF) enables you to

arise. You have the flexibility

you may not be aware of. You

recommend the charitable

to recommend the specific

receive a tax deduction when

organizations to receive

organizations you’d like to

you establish or add to your

grants, and we do the due

benefit from grants awarded

fund, and then you can take

diligence and paperwork.

through your fund.

your time deciding which

You can use your DAF to support your favorite charities

causes to support. Our philanthropy experts can

G I V E • G ROW • G R A N T Give to your fund and recieve a tax deduction

Grow your charitable assets

Grants to the causes you care about

Contributions

Donor-Advised Fund Deductions

Administration

Investments

Community Foundation of Broward

Community Foundation of Broward or your Financial Advisor*

*Fundholders with fund balances of $1M or more may select their own investment advisor in accordance with Community Foundation of Broward guidelines.

D E S I G N AT E D F U N D

I want to support...

A specific charity forever, one that has touched my life and my heart. YOUR DESIGNATED FUND

your fund are used to make

Also, if an organization ceases

enables you to specify a

annual grant distributions

to exist or changes in mission,

particular organization(s) to

to the organization(s) you

the Foundation can redirect

support for generations to

choose. As the principal and

your fund so that it continues

come.

future earnings of your fund

to address your charitable

grow. The grants will grow as

intent. We mind the store on

Your gift is invested in the

well. It’s a permanent source

your behalf, when you’re no

CFB endowment and grows

of capital for your favorite

longer here to do it.

over time. Earnings from

nonprofit – that lasts forever.

G I V E • G ROW • G R A N T Give to your fund and recieve a tax deduction

Grow your charitable assets

Grants to the charitable organization(s) you designated when you created your fund

Contributions

Designated Fund Deductions

Administration

Investments

Community Foundation of Broward

Community Foundation of Broward or your Financial Advisor*

*Fundholders with fund balances of $1M or more may select their own investment advisor in accordance with Community Foundation of Broward guidelines.

SCHOLARSHIP FUND

I want to support...

Educational or vocational opportunities for students from all walks of life seeking to achieve their full potential. YOUR SCHOLARSHIP

You may also recommend an

geographic residence and/or

FUND allows you to make a

academic focus or vocation

community service).

direct impact on someone’s

for your Scholarship Fund

ability to pursue education

(such as nursing, the arts or

or acquire specific job skills.

engineering) and eligibility

In doing so, you make a direct

criteria (including financial

impact on someone’s future.

need, academic merit,

G I V E • G ROW • G R A N T Give to your fund and recieve a tax deduction

Grow your charitable assets

Award scholarships according to the criteria set when you created your fund

Contributions

Scholarship Fund

Deductions

Administration

Investments

Community Foundation of Broward

Community Foundation of Broward or your Financial Advisor*

*Fundholders with fund balances of $1M or more may select their own investment advisor in accordance with Community Foundation of Broward guidelines.

GIVE • GROW • GRANT

LET’S GET STARTED We look forward to being your philanthropy partner. Let us help you maximize the impact of your charitable dollars and establish a legacy of BOLD impact that will last forever. To learn more about establishing your own charitable fund at the Community Foundation, contact our Vice President of Philanthropic Services, Nancy Thies at nthies@cfbroward.org or 954-761-9503

HUDSON FAMILY FUND

COMMUNITY FOUNDATION of BROWARD

JUDITH ANN LINNELL FOUNDATION FUND

LOUISE WEMYSS FUND FOR ANIMAL WELFARE

COMMUNITY FOUNDATION of BROWARD

ALVIN AND GLORIA ROSS COMMUNITY CARE FUND

ANDREW L. WURTELE FAMILY FUND

COMMUNITY FOUNDATION of BROWARD

MARY N. PORTER LEGACY FUN COMMUNITY FOUNDATION of BROWARD

MARY AND ALEX MACKENZIE COMMUNITY IMPACT FUND

MARLENE HOLDER FUND FOR BROWARD

MILDRED TALKWICZ CHARITABLE FUND

COMMUNITY FOUNDATION of BROWARD

JAMES C. ACHESON FUND

COMMUNITY FOUNDATION of BROWARD

ES DONNELLY

ERWIN M. VASQUEZ, M.D. AND ELAINE VASQUEZ FAMILY FOUNDATION FUND

DORO FUNDS

COMMUNITY FOUNDATION of BROWARD

COMMUNI

JOSEPH S. AND LOUISE B. RUMBAUGH FUND

ROSE MINIACI FAMILY FUND COMMUNITY FOUNDATION of BROWARD

BROWARD

VERETT H. METCALF, JR. UNRESTRICTED FUND

OMMUNITY FOUNDATION of BROWARD

COMMUNITY FOUNDATION of BROWARD

FR ANCIS A. AND ADELINE M. SINES MEMORIAL FUND

FREDERICK W. JAQUA FUND COMMUNITY FOUNDATION of BROWARD

COMMUNITY FOUNDATION of BROWARD

LIBBY AND JACK DEINHARDT FUNDS

SALLY AND FR ANK ATLASS CHARITABLE FUND

GERTRUDE GR AY MEMORIAL SCHOLARSHIP FUND

COMMUNITY FOUNDATION of BROWARD

WARD

FR ANCIE BISHOP GOOD AND DAVID HORVITZ FUND FOR THE ARTS

PERCY P. FUND

COMMUNITY FOUNDATION of BROWARD

COMMUNITY FO

G I V E • G ROW • G R A N T

910 East Las Olas Boulevard | Suite 200 | Fort Lauderdale, Florida 33301 info@cfbroward.org cfbroward.org | 954.761.9503

Publication Date: November 2021