Your Client’s Current Gifts
The Rochester Area Foundation offers flexible options for clients looking
to start a family fund, manage complex tax situations, or leave a lasting
legacy. Our goal is to help you help your clients. You can easily
compare giving options with your client by using our
Guide for Giving.
Your client’s current gifts can include: unrestricted gifts; donor
advised gifts; designated gifts; and field of interest gifts. The
clients can create a named fund with a current gift or a planned gift.
Unrestricted Gifts
Unrestricted fund enables the Foundation to respond to the changing
needs of our community. The Board of Trustees identifies key issues
and focuses the resources to strengthen the community. Support is
directed to projects of merit that symbolize a hope in the vitality
and vigor of all people who make up our community. Through generous
unrestricted gifts and wise financial management, the Foundation
invests in the diverse needs of today and imparts hope to the
possibilities and challenges of tomorrow.
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Donor Advised Gifts
In less than a day, your clients can create a donor advised fund, earn
an immediate tax deduction and begin meeting their philanthropic goals.
A donor advised fund can simplify your clients charitable giving.
With a single gift to create a donor advised fund, your clients can
coordinate all of their charitable activities through the fund.
Once established, your clients can support the issues and organizations
they care about by making recommendations. The foundation handles all the paperwork.
The Foundation’s staff is available to help research issues and
organizations for your clients. Grants from a donor advised
fund can be made in your clients’ name or anonymously, according
to their preference. A donor advised fund may be established
with an initial gift of $10,000.
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Designated Gifts
Your client can help endow their favorite charity in perpetuity, or
assist it over a set number of years. They can be confident that
their gift will be a lasting legacy, or should their nonprofit cease
to exist, that the funds will be re-directed toward a similar cause.
A designated fund can be established with a gift of $5,000.
Designated funds can be created through legacy gifts such as
bequests and charitable remainder trusts.
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Field of Interest Gifts
A field-of-interest gift allows your clients to invest in a specific
area they care about such as education, environment, community
services or the arts. With this option they can rely on the
Foundation’s Board of Trustees to identify organizations capable
of making the greatest impact in the specific field-of-interest.
A field-of-interest fund may be opened for $5,000.
Field-of-interest funds are a popular option for legacy gifts
such as bequests and charitable remainder trusts.
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Endowments for Community Excellence
Five permanent endowments have been established to ensure the
long-term success of the many charitable organizations serving
the community. Donors may choose an endowment that helps build
an area of interest for the future of the community. The five
Endowments for Community Excellence are:
Arts & Culture Endowment
Arts & Culture Endowment gifts help support many forms of music,
including instrumental and vocal groups, civic theatre productions,
art exhibits and classes, and the preservation of our area’s historical
roots and traditions. Such endeavors involve people of all ages and
walks of life. Those who give generously to the Arts and Culture
Endowment help to preserve the history, strengthen the artistic
and cultural traditions of the area, and foster an appreciation
for the enjoyment of the arts.
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Community Development Endowment
There is perhaps nothing greater than to have the opportunity to
help a broad base of organizations make major changes to their
programming or to their physical facilities. The Community
Development Endowment offers your clients the vehicle to ensure
a bright future for the youngest to the oldest members of our
community, for those who are healthy and for those who live with
challenges, for those who are facing financial hardships, and for
those who are eager to see their children learn and grow in healthy
ways. This endowment represents the larger picture of our
community and its diverse needs. By gifting to the Endowment
of Community Development, your clients are creating a resource
that will have lasting benefit to greater Rochester and an
enduring influence on future generations of its citizens.
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Education and Lifelong Learning Endowment
Advancing the quality of life in the community and for its
citizens is made possible through support of education for
children and adults. Gifts to this endowment make possible
creative educational programming that exposes students to
new idea, careers and cultures. They also help launch new
programs and strengthen established programs with new equipment.
The endowment also goes to support building programs that
expand the area’s facilities for education and lifelong
learning. With this endowment, your clients bring hope of
new opportunity to future generations of citizens.
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Scholarship Endowment
Gifts to the Scholarship Endowment are a powerfully way to
positively affect the lives of individuals who are interested
in achieving their best through education. For more than a
half-century, the Foundation has dispersed scholarship funds
to organizations and institutions that advance education and
related services through many forums in our community. The
needs in this area are as diverse as our population and are
ever growing. Scholarships help promote equality of
opportunity and recognize outstanding achievement.
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Youth Athletics & Recreational Endowment
Gifts to this endowment provide opportunities to participate in
recreational activities to citizens of all ages and athletic
capabilities. Participation in athletics helps young people
lean the value of community, good sportsmanship, responsibility,
mutual respect, teamwork and healthy habits.
