Hello from the community foundation!
We’re halfway through 2026 already! For many people, summer offers a welcome opportunity to slow down, spend time with family, and reflect on what matters most. The community foundation is happy to share ideas to help you strengthen your charitable giving to make an even bigger difference—and make it more enjoyable for you.
Closer to home: Steps to move your donor-advised fund to the community foundation
If you have a donor-advised fund at a national charitable sponsor or commercial provider, you may be wondering whether there is a better fit for your charitable giving goals. We’re happy to share simple steps for moving your donor-advised fund to the community foundation where you can benefit from local knowledge, personalized support, and a deeper connection to the community you care about.
Charitable giving: Ten ways teens can get involved
Many parents and grandparents want to pass along values of generosity and community involvement, but they are not always sure how to begin. The community foundation offers ten ideas for helping teenagers explore causes they care about, learn from local nonprofits, and begin developing lifelong habits of charitable giving.
Checking in on your charitable plan
Life changes, families grow, and community needs evolve, which means your charitable plan may deserve an occasional review. Check out key questions to consider as you revisit your giving goals, beneficiary designations, family involvement, and opportunities to make your philanthropy easier and more meaningful.
As always, thank you for allowing the community foundation to be part of your charitable plans! We love working with you and we encourage you to reach out anytime.
—Your community foundation
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Closer to home: Steps to move your donor-advised fund to the community foundation
At the community foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by establishing a donor-advised fund at a national charitable sponsor or commercial provider.
Over time, many donors discover that they want something more. They want to learn about local needs, connect with nonprofits making a difference in their community, involve family members in giving decisions, and work with people who understand the place they call home. For these donors, transferring a donor-advised fund from a national charitable sponsor or a commercial provider to the community foundation can be a natural next step.
The good news is that moving a donor-advised fund is often easier than people expect. Here is a simple guide to the process.
Step 1: Start a conversation with the community foundation
The first step is simply to reach out. The community foundation team can learn about your charitable interests, answer questions, and explain how a donor-advised fund at the community foundation can support your goals.
Many donors are surprised to learn that a community foundation offers not only the convenience of a donor-advised fund, but also local knowledge, philanthropic expertise, and a long-term commitment to strengthening the community.
Step 2: Map out a fund that reflects your values
One of the most enjoyable parts of the process is designing a fund that reflects your family's charitable vision. You can choose a fund name, such as the Smith Family Fund or Smith Family Foundation, designate fund advisors, and discuss how future generations might become involved. Many donors use this opportunity to create a structure that encourages family conversations about generosity and community impact, tapping into the community foundation’s resources and expertise.
Step 3: Establish your new donor-advised fund
The community foundation will provide a simple fund agreement that outlines how the fund will operate and who may recommend grants to nonprofit organizations. The process is typically straightforward, and the community foundation team will guide you through each step.
Step 4: Recommend a grant to make the transfer from your current donor-advised fund
Once your new fund is established at the community foundation, you can contact your current donor-advised fund provider and recommend a grant to the community foundation for the benefit of your newly created fund. In many cases, this can be completed online and requires only a few minutes.
Step 5: Confirm the details
To help ensure a smooth transfer, be sure to use the exact name of your new fund and any instructions provided by the community foundation. Our team will gladly help coordinate the details and answer any questions that arise along the way.
Step 6: Decide how much to transfer
Some donors transfer the entire balance of an existing donor-advised fund at once. Others prefer to transfer a portion first and move additional assets later. There is no one-size-fits-all approach. The right decision depends on your charitable goals, giving plans, and personal preferences. Some donors even choose to maintain their existing donor-advised fund at a commercial provider while also establishing a separate locally-focused donor-advised fund or other charitable fund at the community foundation.
Step 7: Put your philanthropy to work in the community
After the transfer is complete, you can begin recommending grants from your community foundation donor-advised fund. Our team is always here as a sounding board and resource if you have questions! You may already support several favorite local nonprofits, and our team is happy to discuss both these organizations and new organizations that might have caught your attention. Many donors find that this deeper connection to the local community—and to professionals who understand it—becomes one of the most rewarding aspects of their giving.
The upshot here is that any donor-advised fund can help you organize and simplify your charitable giving. By moving your fund to the community foundation, you also gain a local partner committed to helping you make a lasting difference close to home. If you'd like to explore whether a transfer makes sense for you, the community foundation team would be delighted to start the conversation!
Charitable giving: Ten ways teens can get involved
At the community foundation, we are honored to work with many families across multiple generations. Quite frequently, parents and grandparents share with us their hopes of passing along to the next generation more than just financial assets. They want to pass along values, encourage generosity, and foster a lifelong commitment to community.
In many of these conversations, parents and grandparents ask how they can get teens involved. "The teenage years can be tricky," they tell us. "But we also know this is an important time to begin conversations about philanthropy." And that’s certainly true! Teens are old enough to understand community challenges, form opinions about issues they care about, and make thoughtful decisions about how they want to help.
For parents, it’s likely worth exploring the research behind the benefits of getting teens involved in the community. In particular, a landmark study published eight years ago (and still relevant) in the Journal of Adolescence found that altruistic behaviors—such as learning about and assisting strangers—not only appeal to adolescents, but actively raise their self-esteem and feelings of self-worth.
No matter how compelling the strategy may be, however, getting teens involved is often easier said than done. The team at the community foundation is happy to help. Here are ten suggestions for simple ways to start the process.
1. Ask what they care about
Many adults begin by talking about charities they support. Instead, start by asking your teen what issues matter to them. They may be passionate about animals, the environment, education, healthcare, mental health, or helping neighbors in need. Listening first can create a stronger foundation for future conversations and ultimately deeper community engagement.
2. Volunteer together
Giving involves more than writing checks. Spending even just an hour volunteering as a family can help teens see firsthand how nonprofit organizations serve the community and why charitable support matters.
3. Let them help make giving decisions
If your family uses a donor-advised fund at the community foundation, consider inviting teens to recommend a portion of the annual grants to nonprofit organizations they believe in. Even small decisions can help them gain confidence and feel invested in the family's philanthropy. Some families even choose to establish a donor-advised fund for a child or grandchild when they reach adulthood, using cash or appreciated assets to help launch a lifetime of charitable giving.
4. Visit local nonprofits
Many nonprofit organizations welcome visitors and offer tours or informational meetings. Seeing an organization's work in action often leaves a lasting impression and helps young people understand the impact of charitable giving. Again, this does not need to take a lot of time. Even a 20-minute visit can be eye-opening. The community foundation team is happy to offer suggestions and make connections.
5. Encourage teens to research charities
Ask your teen to identify a cause they care about and jump online to learn more about organizations addressing that issue. This can help develop critical thinking skills and introduce concepts such as nonprofit missions, effectiveness, and community impact. Feel free to ask the community foundation team to suggest websites, books, and other educational resources if your teen wants to learn more.
6. Talk about family values
Charitable giving often reflects deeply held beliefs and priorities. Sharing stories about why your family supports certain causes can help teens understand that philanthropy is about more than money—it's about making a difference. For example, if your family has supported a particular nonprofit for many years because of a personal connection, take the time to explain to your teen the history and original connection.
7. Help them give their own money
Whether it is a portion of an allowance, earnings from a summer job, or birthday money, encouraging teens to make their own charitable gifts can be a powerful learning experience. It always feels more “real” to spend your own money, and charitable giving is no exception.
8. Introduce teens to community leaders
This suggestion surprises many parents and grandparents who wish they would have thought of it sooner! Think of all the people you know who are making a difference every day in the community, whether working at a nonprofit, serving in a civic leadership position, or leading philanthropy efforts for a business. These conversations can inspire teens by showing them how individuals—real people—can create meaningful change.
9. Invite teens to community foundation events
Many events hosted by the community foundation may be well-suited for your teen to attend, especially when our team is presenting information about community needs or celebrating a community milestone. The next time you plan to attend a community foundation event, consider asking our team whether it might be appropriate to bring a teenage child or grandchild. We are also happy to suggest upcoming events that may be especially engaging for young people.
10. Focus on progress, not perfection
To state the obvious, there is no single right way to raise charitable children and grandchildren! The goal is not to create experts overnight. Instead, focus on creating opportunities for curiosity, learning, and participation. Small—even very small—experiences can help teens build lifelong habits of generosity and civic engagement.
One of the greatest gifts you can give the next generation is an understanding that they have the power to make a difference. The community foundation would be delighted to help!
Checking in on your charitable plan
"Life is what happens to you while you're busy making other plans." — John Lennon
You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan during a particular season of life. Perhaps you established a donor-advised fund after selling a business, included charitable gifts in your estate plan when your children were young, or began supporting favorite causes after retirement.
Over time, however, your life changes—and so does the community around you. Families grow, financial circumstances shift, priorities evolve, and our community faces new challenges. Organizations you care about may expand their missions or collaborate with other nonprofits tackling similar needs. Just as financial and estate plans benefit from periodic review, your charitable plan deserves an occasional checkup as well.
If it has been a few years since you've revisited your charitable goals, consider reaching out to the community foundation team. We’d be happy to serve as a sounding board as you ask yourself a few questions. Examples include:
Are the causes I support today the same causes I cared about ten years ago?
Many donors find that their interests evolve over time. You may have become passionate about education, environmental conservation, healthcare, animal welfare, faith-based initiatives, or other causes that were not top priorities years ago.
Does my charitable plan still reflect my family's values?
Children and grandchildren often develop interests and perspectives of their own. Many families discover that charitable giving provides a meaningful opportunity to discuss values, generosity, and community impact across generations. The result is that families want to adjust their charitable priorities to reflect the interests of the family’s next generation.
Have I reviewed my retirement account beneficiary designations recently?
Perhaps you’ve already worked with your advisors to update beneficiary designations of your retirement plans. Even so, it’s a good idea to take a look at those documents every few years to be sure nothing is missing. And if you’ve not yet named your fund at the community foundation or another charity as a beneficiary of IRAs and other retirement accounts, it’s worth exploring because of the potentially meaningful tax benefits of these arrangements. Be sure to ask your tax advisor about whether this technique could be a fit for you, and reach out to the community foundation team to help set your intentions in motion.
Do I know how local needs have changed?
Communities are constantly evolving and ours is no exception. While many longstanding needs remain, new challenges and opportunities often emerge over time. New opportunities to make a difference pop up every year, and learning about them can inspire you to get involved. The community foundation is a valuable resource to provide not only the big picture of what’s going on in our region but also specific examples of how nonprofits are meeting the most pressing community needs.
Am I making this as easy on myself as possible?
You want to experience the joy of giving—not add administrative layers! Many donors appreciate opportunities to simplify their philanthropy. Whether through a donor-advised fund, another type of fund at the community foundation, or a combination of funds designed to achieve different goals, the right structure can make giving more organized and enjoyable.
Remember that updating your charitable plan does not necessarily require major changes. Sometimes a simple conversation with the community foundation team is enough to confirm that everything remains on track. Other times, donors discover opportunities to strengthen their impact, engage family members, or support causes in new ways.
The community foundation is always happy to help you review your charitable goals and explore ways to ensure that your philanthropy continues to reflect your values, your family, and your hopes for the future. We look forward to our next conversation!
The team at the community foundation is honored to serve as a resource and sounding board as you build your charitable plans and pursue your philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.