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Story County Community Foundation
is an affiliate of the Community Foundation of Greater Des Moines
416 Douglas, Suite 202
P.O. Box 1666
Ames, IA 50010-1666
515-232-9200
www.storycountyfoundation.org | email: storycounty@storycountyfoundation.org
is an affiliate of the Community Foundation of Greater Des Moines
416 Douglas, Suite 202
P.O. Box 1666
Ames, IA 50010-1666
515-232-9200
www.storycountyfoundation.org | email: storycounty@storycountyfoundation.org
Donor Advised Funds
Anonymous Fund
Anonymous Fund
Erb and Marge Hunziker Fund
John and Jane Fund
Ken Rose Endowment Fund
Marcia and Dean Handsaker Family Fund
Mary Ann and Jim Black Family Fund
Mike and Patsy Jensen Family Endowment Fund
Nurturing Iowa Fund
Phyllis and Cecil Steward Family Fund
Shierholz Family Fund
Jons Family Fund
What are donor advised funds?
Donor Advised Fund Information Sheet--click here
An easy way for you to make a difference and leave a lasting legacy in Story County is by creating a donor advised fund.
Donor Advised Funds are established by individuals, families and businesses to make grants to charities of their choice. The donor or the fund's advisors work with the Community Foundation to identify charitable causes the donor wishes to support.
Grants are distributed from the fund income, principle (for a non-endowed fund) or a combination of the two. Recommendations for the grants must be approved by the CFGDM to be sure they meet the requirements of the Internal Revenue Service.
A donor advised fund may be established as a permanent or a not permanent fund.
A donor advised fund that is not established as a permanent endowment still receives all the same tax benefits as a permanent fund but is not eligible for the Endow Iowa Tax Credits. Because it is not a permanently endowed fund, the principle of the fund may be recommended for granting not just 5% of the fund balance each year.
Endow Iowa Donor Advised Funds
With a permanent Donor Advised Fund, individuals are able to recomment grants to charities of their choice of up to 5% of the fund balance on Dec. 31st but may not access the principle of the fund.
A Permanent Donor Advised Fund is eligible for the state of Iowa Tax Credits equal to 25% of the amount deposited in the fund. This is in addition to your normal federal charitable deductions.
Anyone can start a fund in their name or the name of a loved one or favorite charity.
Almost any kind of asset may be donated-cash, publicly traded securities, closely held stock, life insurance, real estate and private foundation assets.
You may create a fund now or establish it in your will for the benefit of Story County where you have lived, worked and loved. Your gift can change lives today and in the future.
Anonymous Fund
Anonymous Fund
Erb and Marge Hunziker Fund
John and Jane Fund
Ken Rose Endowment Fund
Marcia and Dean Handsaker Family Fund
Mary Ann and Jim Black Family Fund
Mike and Patsy Jensen Family Endowment Fund
Nurturing Iowa Fund
Phyllis and Cecil Steward Family Fund
Shierholz Family Fund
Jons Family Fund
What are donor advised funds?
Donor Advised Fund Information Sheet--click here
An easy way for you to make a difference and leave a lasting legacy in Story County is by creating a donor advised fund.
Donor Advised Funds are established by individuals, families and businesses to make grants to charities of their choice. The donor or the fund's advisors work with the Community Foundation to identify charitable causes the donor wishes to support.
Grants are distributed from the fund income, principle (for a non-endowed fund) or a combination of the two. Recommendations for the grants must be approved by the CFGDM to be sure they meet the requirements of the Internal Revenue Service.
A donor advised fund may be established as a permanent or a not permanent fund.
A donor advised fund that is not established as a permanent endowment still receives all the same tax benefits as a permanent fund but is not eligible for the Endow Iowa Tax Credits. Because it is not a permanently endowed fund, the principle of the fund may be recommended for granting not just 5% of the fund balance each year.
Endow Iowa Donor Advised Funds
With a permanent Donor Advised Fund, individuals are able to recomment grants to charities of their choice of up to 5% of the fund balance on Dec. 31st but may not access the principle of the fund.
A Permanent Donor Advised Fund is eligible for the state of Iowa Tax Credits equal to 25% of the amount deposited in the fund. This is in addition to your normal federal charitable deductions.
Anyone can start a fund in their name or the name of a loved one or favorite charity.
Almost any kind of asset may be donated-cash, publicly traded securities, closely held stock, life insurance, real estate and private foundation assets.
You may create a fund now or establish it in your will for the benefit of Story County where you have lived, worked and loved. Your gift can change lives today and in the future.
Donor Advised Fund Online Application Available:
The Story County Community Foundation now has a procedure that is easier than ever for establishng Donor Advised Funds. To establish a Donor Advised fund through the Community Foundation you can use this writable PDF form and simply click on the bottom of the form to submit it to us. Click here to download the form. Once it is submitted, we will contact you with further information.
Please call us at 515-232-9200 if you need additional assistance.
The Story County Community Foundation now has a procedure that is easier than ever for establishng Donor Advised Funds. To establish a Donor Advised fund through the Community Foundation you can use this writable PDF form and simply click on the bottom of the form to submit it to us. Click here to download the form. Once it is submitted, we will contact you with further information.
Please call us at 515-232-9200 if you need additional assistance.