Did you know that Foundation actually spells Flexibility? No, we are not proposing a yoga class for an educational program.

However, Golden Belt Community Foundation offers several different ways to give. Some fund agreements allow for the donor to give recommendations on the project, community, organization, etc. that they would like to support through grant suggestions. These funds are referred to as Donor Advised Funds. 

Other donors may know exactly where their passions lie and have a specific organization or field of interest that they would consistently like to grant dollars. These funds are called designated and field of interest funds respectively. The option that tends to be forgotten is the Unrestricted fund type. This fund agreement allows Golden Belt Community Foundation to work in unison with communities to fulfill the biggest need to help that community thrive. 

By donating Unrestricted funds, we can best keep our communities growing due to the continual relationships and communication the foundation maintains with our communities we serve.  

In addition to different fund types, at the time of our fund agreement design, the foundation can discuss the donor’s risk tolerance and place of investment. Typically, we have our permanent pool of funds that we use for a growth income risk tolerance (8% average return); however, if you have the risk tolerance to utilize more equities in your fund, the foundation can take that into consideration for the investment strategy used for your donation. 

Just a friendly reminder, we are not an investment advisor and do not change investment strategies like an investment portfolio manager may consider for individuals. Donated dollars are the property of the foundation and follow the federal guidelines along with the recommendations of an investment committee of advisors. There are several options Golden Belt Community Foundation offers to help fulfill your passion to support the community and add to your legacy. 

Please contact us to discuss the flexible options and how we can help you achieve your legacy goals.  

Jason Murray is the executive director of the Golden Belt Community Foundation.