Strengthen Your Community
Enjoy the Tax Benefits

Connecting givers, tax & financial advisors with charitable opportunities.
CREATE A FUND
VIEW THE 2023 GUIDE TO CHARITABLE GIVING
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Create a community of giving

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Connect to causes you care about

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Engage causes and enjoy the tax benefits

Why give through a Community Foundation?

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Flexibility

With a wide array of charitable causes in our community, we are sure to find a match to your interests and priorities.
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Community Connection

The Foundation is the foremost resource for donors about local nonprofit organizations and community needs. Donors stay connected to their gift, their family and their favorite charities.
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Tax Benefits

Gifts to the Foundation made during a donor’s lifetime may result in important tax advantages. Requests help save on income and estate taxes, as well as help to reduce or eliminate capital gains tax.
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Professional Management

Investments are overseen by experienced board and committee members, as well as financial advisors chosen for their experience in financial management, relieving the donor of that burden.
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Permanence

We oversee donors’ funds in perpetuity, ensuring they are used exactly as intended.
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Cost Effectiveness

Combining individual funds keeps administrative and investment costs low. Donors benefit from economies of scale for investment and administration.
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Personalized Service

Knowledgeable, professional staff provide prompt attention to donor needs.
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Recognition

Funds established in the names of donors or loved ones create permanent connections with the community. If so desired, those wishing to remain anonymous may have their wishes well respected.

DONORS

Create a Fund

We’ll tailor the perfect charitable plan for you so you can support and sustain the causes you care about. If desired, an investment professional will assist the Community Foundation in establishing a fund.
CREATE A FUND

Types of Funds

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Agency Fund

A fund created to encourage on-going philanthropic support to a specific agency. Donors may receive an immediate tax benefit and award grants from the fund over time. Donors also have the ability to remain anonymous if they choose.
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Scholarship

Often established in honor or in memoriam, a fund created to provide program fees, tuition assistance or other resources to awardees attending a specific program, school, or other donor-designated area.
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Designated Agency Pass Through

A designated fund, typically for capital campaigns or program development, providing agencies with maximum growth potential and access to liquid assets.
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Endowment

A fund established to grant support from earnings based on a donor’s specific wishes. Donors and agencies have the opportunity to fund areas of needs in perpetuity. Endowments allow the organization to access the earnings of the fund on an annual basis while preserving the core investment for the future.
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Donor-Advised

A fund established to grant support to organizations based on a donor’s wishes. These are especially suited to donors with a variety of charitable interests and a desire to be involved with philanthropy. They are an attractive alternative to establishing a private foundation, which is typically less efficient and more costly. Corporations often partner with community foundations to streamline the administrative cost of corporate giving.

Ways to Give

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CASH

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REAL ESTATE

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SECURITIES

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PERSONAL PROPERTY

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LIFE INSURANCE

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RETIREMENT PLAN ASSETS

CREATE A FUND

Making an impact shouldn’t be so complicated.

We’ll make it easy to activate your passions.

LUCY JOHNSON
EXECUTIVE DIRECTOR
TRANSITIONS OF LIFE CENTER

Apart from the Nonprofit Resource Center, most local, independent organizations wouldn’t have attainable and affordable access to specialized, professional development, a resource library, counseling, advocacy, and a platform to network with other organizations.

ROSEANNE FRICKS
FORMER CEO - EARLY LEARNING COALITION OF MARION COUNTY

We’re so grateful for the work the Community Foundation does for us. It shows through Give4Marion, professional development resources and other services; not only in helping us raise money, but by helping minimize the economic impact of COVID-19 for our entire community.

Stan & Martha Hanson
Donors

“All the Foundation’s efforts align closely to our and our Adam Hanson Better Communities Fund goals. We are honored to be in the inaugural class of The Pillar Society and to support their many important community initiatives.“

Sandra Wilson
Former City Manager
City of Ocala

The Community Foundation, and particularly the grant services department, has been instrumental in helping the City of Ocala implement our vision for the City. From helping to secure grant funding for the Mary Sue Rich Community Center to their work with the Community Paramedicine program to assisting with the Community Development Block Grant process, we are looking forward to continued partnership with the Foundation. Together, the City and the Foundation are working to build a stronger community!

Angie Clifton
Donor - Chief Greg Graham Legacy Fund

“We didn’t understand the impact the Community Foundation can have on a group like ours who are passionate about a mission without the ability to manage the mechanics. We wanted to do good, raise funds and give back, and through the Foundation, we can focus on that without worrying about the administration of making that happen.“

GETTING STARTED IS REALLY EASY

Step 1:
Identify Your Goals

Schedule a meeting with the Community Foundation. We’ll help you identify your goals and develop a charitable giving plan tailored to your needs.

Step 2:
Select/Create a Fund

Select or create the type of fund that will connect your passions with a community need.

Step 3:
Make an Impact

Support and sustain the causes you care about while enjoying the tax benefits and simplicity of a personalized and professionally managed fund.

CREATE A FUND

ADVISORS

Become a Partner

Our connection to community nonprofits opens a wealth of possibilities for charitable giving, and our personal, impact-oriented approach will bring a powerful philanthropic edge to your range of services, strengthening your client-advisor relationships. Help your client make a lasting impact on the community and the causes they love and become a partner by joining the Estate Planning Council.
JOIN THE ESTATE PLANNING COUNCIL

Ways We Support You

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CONTROL

You control the relationship with your client. We simply offer our range of expertise and network of connections as a support to you.
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RELATIONSHIP

Our partnership will enhance your relationship with your clients by helping them make an impact on our community, as well as enjoying the tax advantages.
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FLEXIBILITY

We’ll help you create personalized charitable plans to give your clients the flexibility to achieve their charitable desires.
JOIN THE ESTATE PLANNING COUNCIL

WHEN WE CAN HELP

Your client has no dependents or has independent children and wishes to only pass a portion of their estate on to family.
Your client has an exceptionally profitable year and would like to fund future charitable endeavors but receive income tax deductions for the current year.
Your client wants to establish a scholarship fund.
Your client is selling business assets or in the process of creating a business succession plan.
Your client desires to leave a lasting legacy and is considering a private family foundation but would like to avoid the costs and complexity of managing one.
Your client desires a permanent memorial to honor someone special.
Your client’s existing private foundation needs to meet their annual payout requirements.
Your client is establishing a Charitable Remainder Trust or Charitable Lead Trust and needs options for the nonprofit beneficiary.
Your client wants to avoid paying capital gains tax on the selling of an appreciated asset, like a stock or real estate, and would like to benefit a charity or cause in the community.
Your client has existing relationships with a nonprofit, church or other cause and is interested in financially supporting that cause.
JOIN THE ESTATE PLANNING COUNCIL

MOST PEOPLE HAVE A PASSION TO DO GOOD AND STRENGTHEN THEIR COMMUNITY BUT DON’T KNOW HOW.

People are passionate about doing good and strengthening their community. Unfortunately, there are so many unmet needs, choosing how to help can be overwhelming. And that’s just plain wrong because Marion County actually possesses everything required to meet its own needs! As an organization whose sole purpose is to strengthen Marion County, we experience the reality of this problem on a daily basis.

READ MORE

As Ocala and Marion County’s Community Foundation, we exist to maximize community resources and enhance the quality of life in Marion County. And we do it in three ways: First, we make giving easy for givers as well as tax and financial advisors managing the charitable interests of their clients. Second, we’ve created the NonProfit Business Council to help local NonProfits function more effectively and efficiently. Third, we respond to acute community needs (like the impact of COVID-19) by building creative partnerships with the public sector.

So create a fund today, and find out how easy it can be to connect your passions, or the passions of those you advise, to community needs. And in the meantime, DOWNLOAD THE 2021 GUIDE TO CHARITABLE GIVING so you can stop feeling overwhelmed by the many unmet needs and instead enjoy the knowledge that your passion is making a difference in your community!

CREATE A FUND

MAKING AN IMPACT DOESN’T
HAVE TO BE A HASSLE.

Support the causes you or your clients care about.
Strengthen your community & enjoy immediate tax benefits.
CREATE A FUND