What is a Community Foundation?

Community Foundations are tax-exempt public charities serving thousands of people who share a common interest — improving the quality of life in their area.

The Foundation assists donors in achieving their philanthropic goals. Individuals, families, businesses, and organizations create permanent charitable funds that help their region meet the challenges of changing times. The Foundation invests and administers these funds.

Gifts come from living donors and bequests through various giving vehicles. Gifts can be small amounts to support the work of the Foundation or particular causes or they can be large gifts with the opportunity to establish a Fund.

This Community Foundation plays a key role in identifying and solving community problems to build and strengthen our communities.

The Foundation offers donors many advantages. The Foundation works with individuals, families, attorneys, and estate planners to design gift plans tailored to meet diverse economic situations, maximizing the benefit donors receive from their contributions as well as the impact of their philanthropic dollars. The Foundation’s in-depth knowledge of local issues enables donors to invest in issues they care about.

Why do people choose The Montgomery County Foundation, Inc.?

1. We build endowment funds that grow and benefit our community forever.
2. We help donors create an individual or family legacy.
3. We offer donor involvement in selecting charities.
4. We are a local organization meeting a broad range of changing local needs.
5. We provide a simple way to fulfill multiple charitable interests, with low-cost administration.
6. We deliver personalized donor service; we’re flexible and responsive to unique needs.
7. We accept a wide variety of assets.
8. We offer maximum tax advantage.
9. We are known for prudent stewardship and investment practices.

What is different about The Montgomery Foundation, Inc.?

1. The Montgomery County Foundation, Inc. has permanent endowments
   • Invests and protects principal
   • Distributes earnings via grants
   • Builds permanent community capital
   • Creates donor legacies
2. The Montgomery County Foundation, Inc. has a broad, flexible purpose
   • We monitor all community needs
     • Arts and Culture
     • Economic Development
     • Education
     • Environment
     • Health
     • Human Services
     • Recreation
   • We support impact opportunities
   • Bring organizations into existence
   • Re-direct funds as appropriate
3. The Montgomery County Foundation, Inc. offers Personalized Giving
   • Fulfill multiple charitable interests
   • Contribute in a variety of ways
     • Cash
     • Stocks
     • Property
     • Bequests
   • Gain maximum tax advantage
   • Be involved in establishing a fund:
     • Unrestricted
     • Fields of Interest
     • Designated
     • Donor Advised
     • Scholarships