Learn about the benefits of a community foundation. Visit www.GreaterPike.org for more information.

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3. an investment in our community’s future
There is a simple way for
you to make a difference
and leave a lasting
legacy in our community.
You can make a
difference for good, a
difference forever –
and that’s by
establishing a Fund.
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4. 1: The Greater Pike Community Foundation enables
people of all income levels to participate in organized
philanthropy by either establishing a permanent
endowment Fund or by making a gift of any size to an
existing Fund
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5. 2: The Greater Pike Community Foundation
awards grants predominantly (but not exclusively) to
agencies and organizations across the local
community to support a wide variety of programs and
services.
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6. 3: The Greater Pike Community Foundation acts
as a facilitator to identify community needs
and help coordinate broad community response.
Communicate, coordinate, collaborate!
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7. A broad cross section of leaders provide valuable
insight that will help your charitable giving
achieve maximum results.
Typically seven fields of interest:
• Social Services
• Education & Scholarships
• Arts & Culture
• Neighborhoods & Community Development
• Youth Issues
• Historic Preservation & the Environment
• Health & Wellness
These cover nearly the entire spectrum of charitable
giving.
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8. You receive
superior tax benefits.
The Greater Pike Community Foundation is
an established 501(c)(3) public charity under
the IRS regulations, so contributions of any
size are eligible for the highest available tax
benefits permitted by law. In most cases,
these tax benefits outweigh using assets to
establish a private foundation.
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9. Tax Deduction Differences Between
Community Foundation and Private
Foundations
Greater Pike Community Foundation
• Donor receives 100% fair market value
charitable deduction for gifts of publicly traded
stocks, closely held stock, real estate, and other
long term capital gain property.
• Gifts of cash are deductible up to 50% of the
donor’s adjusted gross income with a five-year
carryover .
• The fair market value of gifts for appreciated
securities or real estate are deductible up to
30% of the donor’s adjusted gross income with a
five-year carryover for any excess.
Private Foundation
• Donor currently receives a fair market value
charitable deduction only for gifts of publicly
trades stock. The deduction for gifts of other
appreciated property, such as real estate or
closely –held stock is limited to the donors cost
basis.
• Gifts of cash are deductible up to 30% of the
donor’s adjusted gross income with a five -year
carryover for any excess.
• Gifts of appreciated property are deductible up
to 20% of the donor’s adjusted gross income
with a five-year carryover for any excess.
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10. Setting up a Fund is easy.
Establishing a Fund can be
accomplished in less time
than it takes to open a bank
account.
The Foundation takes care of all administrative and
grantmaking activities, eliminating the need for
donors to set up a separate institution, formulate
policies, file forms and monitor the status of grant
recipients.
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11. It’s simple - prospective
fundholders donate their
choice of assets to
The Foundation
to create a Fund that supports
their charitable intent.
The Foundation offers a full
menu of current or planned
giving options to customize their gift.
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12. Donors makes a decision to give
Donor decides what asset(s) to give
Donor chooses a Fund name
Donor chooses a Fund type
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13. • Managing Funds, overseeing its investment
and maintaining tax records.
• Filing tax returns and providing an
independent audit
• Providing the services of experienced
grantmakers who know the community, its
needs and its organizations.
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14. Ensuring that grants are always awarded in
the Fund name, or anonymously if the
donor wishes.
Issuing regular financial reports detailing
the status of each Fund either via mail,
email, fax (or soon online).
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15. Community Impact
Funds
Field of Interest
Funds
Donor Advised
Funds
Scholarship
Funds
Designated Funds
Organizational
Endowment Fund
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16. recommendations to donors
1. Initiate discussions about philanthropic
goals with family members and legal or
tax advisors.
2. Determine how much
to give and when.
3. Discover which causes
and/or organizations you may wish to
support. Learn about the needs. 16

17. 4. Connect with staff members to discuss giving
plan and explore different gift vehicle options
5. Review appropriate
resources and publications
with spouses and your family
6. Make the gift
7. Confirm investment activity,
contributions and grants awarded
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18. Nobody
knows
the Greater
Pike region
like WE do.
When you choose to invest in the future of your
community, you want to work with people who
know the territory.
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19. The Greater Pike Community
Foundation connects people like you
who care about Pike County to the local
causes that matter most.
We work with donors to
• create legacies of giving
• invest in nonprofit organizations
with strategic grants
• lead our community to a better
future.
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20. Community Foundations
care about the future
By setting up a Fund,
you have the ideal
opportunity to create
a legacy for yourself,
your families and for the
Greater Pike Community. Permanent endowments
will continue to grow and make grants forever.
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21. “Committed To Connecting People Who Care
With Causes That Matter”
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