Sutter Creek Community Benefit Foundation offers a variety of services to help you make the most of your charitable giving.
Our board is ready to help you:
Explore your charitable options. For as many motivations as there are to give, there are ways of giving. The key to having a rewarding giving experience is finding the best fit for your charitable priorities, financial goals, and personal preferences.
Make your gift dollars go further. As a public charity, we offer maximum tax advantage for most gifts under federal law. Compare the cost-effective community foundation alternative to establishing a private foundation. Your gift dollars are pooled with other gifts and grants, minimizing your administration costs and maximizing your impact. Through our careful stewardship and the power of endowment, we invest your gift so that it grows over time.
Understand the mechanics of giving. Our investment committee provides clear and accurate information about your fund. We will always respond to your inquiries and correspondence promptly.
Learn about community needs and opportunities. Our board continually monitors our community’s most pressing needs and greatest opportunities. We evaluate all aspects of community well-being: cultural heritage, economic development, education, environment, historic preservation, and more.
Work with your estate or financial planner. We share our philanthropic expertise with your trusted professional advisor to design the charitable giving solution that’s right for you. You’ll enjoy the financial, personal and community benefits of highly strategic giving.
Stay involved in your gift. When you establish a field of interest or designated fund, you determine the purpose of your gift from its inception. With a donor advised fund, you can stay involved in recommending uses for your gift. You can also choose to give to our unrestricted fund, for a gift that lasts forever and adapts to changing needs.
Relax while we handle the paperwork. We manage all of the administrative responsibilities including the investment management, due diligence, tax reporting and grant making. We make it easy for you to focus on the joy of giving.
Create your legacy. We can help you establish a fund to honor a loved one, a special organization or cause, or the name of your business or family. Grants may be issued in your fund’s chosen name or given anonymously.
Engage the next generation of philanthropists. We offer you the opportunity to name successors as fund advisers, continuing your legacy of giving far into the future.
Connect with others who share your passion. We connect people who care with causes that matter—and we also connect people to each other. As a donor, you’ll have opportunities to network with other community focused individuals who share your interests and passions.
Do you have other questions in mind? We look forward to speaking with you personally to discuss your charitable goals. Contact us to set up an appointment.