Donor Benefits | Community Foundation of Mahoning Valley

Community Foundation of the Mahoning Valley

The Community Foundation of the Mahoning Valley provides a variety of benefits to donors as individual philanthropic goals are formalized. Among those benefits are:

Peace of Mind
Ensure that your charitable intentions are met and administered according to your wishes, for generations to come, even when community needs and organizations change.

Clarity of your Intent
Our professional staff can help to define the scope of your fund. Grant administration is provided. Grant applicants are identified, investigated and monitored to ensure compliance to the donor's intent.

Maximum Tax Advantages Among benefits are favorable treatment of cash gifts, favorable treatment of closely held stock or real estate and no excise tax.

Professional Management
The Foundation will work with your investment advisor, tax advisor and attorney to ensure that investments are managed well, your gift meets IRS criteria, and your fund is administered as you intended, complying with all applicable law.

Time Savings
The Foundation delivers personalized donor service, responsive to unique needs.

Expense Savings
Incorporation and tax exemption are covered by the Foundation. Investment of funds, audit and tax returns are covered by the Foundation. General Administration costs are covered by the Foundation

Flexibility
You may opt to make outright gifts during your lifetime, planned gifts such as Charitable Remainder Trusts, bequests, or memorials or donations of sympathy or respect.