Planned Giving

Harness the Giving Power of a Private Foundation—Without the Complexity

Donor Advised Funds

Want to learn more about donor advised funds? View and download the FREE guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

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Are you looking for an easy, cost-effective way to support Santa Rosa Junior College Foundation and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.

Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to SRJC Foundation or other charities—sometimes as easily as using a Web portal. And you avoid the cost and complexities of managing a private foundation.

What do you receive in return? An immediate federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children help decide which grants to recommend.

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Learn How to Fund It

Create a donor advised fund with one of the following assets:

  1. Evaluate a sponsoring organization to make sure it supports your interests, values and the type of asset you are considering as a funding source.
  2. Get to know the organization's policies and procedures-from minimum contributions to administrative fees. Each organization handles these details differently.
  3. Seek the advice of your financial or legal advisor.
  4. Contact Kate McClintock at (707) 527-4797 or kmcclintock@santarosa.edu to discuss using donor advised funds to support SRJC Foundation and our mission.
  5. If you include SRJC Foundation in your plans, please use our legal name and federal tax ID.

Legal name: Santa Rosa Junior College Foundation
Located in: 1501 Mendocino Avenue, Santa Rosa, CA 95401
Federal tax ID number: 94-1735861

Want to learn more about donor advised funds? View and download the FREE guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

View My Free Brochure