KEARNS FAMILY FOUNDATION FUND
LAWRENCE A. SANDERS FUND TO PROMOTE LITERACY
CATHY AND JAMES DONNELL FAMILY FUND
COMMUNITY FOUNDATION of BROWARD
COMMUNITY FOUNDATION of BROWARD
COMMUNITY FOUNDATION of BROWARD
NANCY LYNN BROWN SCHOLARSHIP FUND
ND
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
COMMUNITY FOUNDATION of BROWARD
HUDSON FAMILY FUND
COMMUNITY FOUNDATION of BROWARD
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
COMMUNITY FOUNDATION of BROWARD
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
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.
1
GIVE • GROW • GRANT
Giving is always easy with the Community Foundation of Broward 1
2
2
3
4
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
4
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.
5
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
6
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.
7
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
8
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
COMMUNITY FOUNDATION of BROWARD
ALVIN AND GLORIA ROSS COMMUNITY CARE FUND
ANDREW L. WURTELE FAMILY FUND
COMMUNITY FOUNDATION of BROWARD
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
COMMUNITY FOUNDATION of BROWARD
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
COMMUNITY FOUNDATION of BROWARD
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
© 2021 Community Foundation of Broward
Publication Date: November 2021