Types of Funds

As a public charity, the Hamilton Community Foundation offers donors the maximum charitable tax deduction permitted by law. By establishing a donor-advised fund, your clients can support favorite charities during their lifetime and beyond. The Community Foundation provides all the administrative support needed, connecting each donor to the resources and expertise of its experienced staff.

 It may be advantageous for your client to make a current gift based on this year’s tax situation, and to determine grants from the fund in future years. Many of our donors add to their funds each year, recommend grants on a regular basis, and name the fund in their wills. We have significant experience with legacy giving through bequests, charitable remainder trusts and charitable lead trusts. 

The following documents further explain the variety of options available to support your clients’ charitable giving.    

 Donor Advised Funds

 Designated Funds

 Field of Interest Funds

 Scholarships

 Unrestricted Funds

 Will Language

 Roth IRA Conversion