Client Resources

Your online hub for working well with NVCF

Financial Forms

Your Online Profile

Hosting an Event

NVCF Documents

Our Finance Office routinely distributes checks every other Wednesday. In order for us to process your check request, we ask that you submit your request by 5 PM the Monday prior to check processing. Please refer to the following schedule.

Check Run Dates 2016-2017 (PDF)

Payment of expenses for your fund activities such as advertising, marketing, insurance for events, etc. are requested using the Payment Request form. Invoices must be no more than 90 days old. Expense checks relating to your fund will be issued every other Wednesday, according to the above Calendar.

Expense Payment Request Form (WORD)

Once you have decided how you want to distribute your funds, you are ready to make grant recommendations to the Foundation. You may submit grant recommendations from your fund using the grant form here:

Grant Request Form (WORD)

NVCF issues all tax receipts for its funds for cash and cash equivalent gifts. In the event of an in-kind gift, when a non-cash gift is received, please follow the instructions below:
1. You must issue a thank you note and receipt using the letter below as a template.
2. Please issue the letter AFTER the event or receipt of the gift.
3. Fill in the log for all in-kind receipts and submit to NVCF within 48 hours of the event.

In-Kind Letter Template (WORD)

In-Kind Receipt Log (WORD)

“Recurring payments” to your fund can also be established through electronic banking systems. Recurring donations are made on a cycle of the donor’s choosing (typically monthly on a date of their choice), with pre-authorized withdrawals from their account resulting in a deposit into an NVCF account. This requires your donor to complete the “Authorization for Direct Payments (ACH Debits)” form (available from NVCF) and return it to the NVCF office.

ACH Donation Form (WORD)

Our new site is meant to serve our clients more effectively and efficiently to maximize how we can work together to do good in our community. This new site heightens our focus on profiling your funds. It also provides our community with more information on your grant programs, special events, fundraising goals, as well as highlighting your success stories.

Please fill out the information here:

Create/Update Your Online Profile (Online)

Our designated funds have the added benefit of allowing our funds to host an event through the use of our insurance umbrella. If there are any events hosted in the name of your fund through NVCF, you must have insurance coverage. Each event must have its own coverage. Please fill out the following form:

Event Request Form (Online)

Do you need a space to hold special meetings, community forums, or staff/volunteer trainings? Reserve the Hub at NVCF, a convenient downtown location, at a 20% discount.

The Hub: Information and Reservations

At NVCF, we are committed to serving our clients with excellence and ease. You will find on this page resources to help manage your fund. Please call us with any questions at (530) 891-1150.

Client Handbook

Check out our Client Handbook below…

Client Handbook

Your Virtual Handbook for NVCF policies and services

Building Your Fund

Building your fund at the Foundation offers you the opportunity to build a permanent legacy of philanthropy. You may add to your fund at any time. We have arranged the gift options below in order of their complexity. When you are considering making a gift to your fund, we encourage you to get in touch with a donor services professional for assistance and to discuss how you can gain the maximum financial and tax benefit.

Check Donations

Make checks payable to NVCF/Your Fund Name and mail them to:

North Valley Community Foundation
240 Main Street, Suite 260
Chico, CA 95928

Online Donations

Several options are available for donations to your fund at NVCF. Traditionally, most donations have come as checks, which continue to be welcome. However, you should be familiar with on-line giving options, as these are becoming more popular due to their convenience.

“One time” donations are most typical. This may be in response to your solicitation, to an effort by NVCF (such as the Annie B’s Community Drive), or at the convenience of the donor. Once you establish a fund at NVCF, your fund is listed on the NVCF web pages, www.nvcf.org. This listing allows for on line donations to your fund through Pay Pal. Anyone with a bank account or credit card may make a payment to your fund with Pay Pal. Fees are approximately 3% and are deducted from the donation before it is credited to your account.

If your organization has its own web site, you may want to arrange to place a donation link on your own page. Contact the NVCF office for information on this option.

“Recurring payments” to your fund can also be established through electronic banking systems. Recurring donations are made on a cycle of the donor’s choosing (typically monthly on a date of their choice), with pre-authorized withdrawals from their account resulting in a deposit into an NVCF account. This requires your donor to complete the “Authorization for Direct Payments (ACH Debits)” form (available from NVCF) and return it to the NVCF office.

We are committed to providing the maximum flexibility for donations, so that donors find the process easy and convenient. Feel free to call the NVCF office with any questions or suggestions.

In-Kind Donations

NVCF issues all tax receipts for its funds for cash and cash equivalent gifts. In the event of an in-kind gift, when a non-cash gift is received, please follow the instructions below:
1. You must issue a thank you note and receipt using the letter below as a template.
2. Please issue the letter AFTER the event or receipt of the gift.
3. Fill in the log for all in-kind receipts and submit to NVCF within 48 hours of the event.

In-Kind Letter Template (WORD)

In-Kind Receipt Log (WORD)

Public Fundraising

Family, friends, and colleagues – anyone can make a gift to your fund. It’s as simple as mailing the gift to the Foundation with instructions to place it in your fund.
IMPORTANT NOTE ON FUNDRAISING FOR YOUR FUND:
Raising money for your fund by holding an event by soliciting businesses and other foundations is more complex. You will, for legal purposes, be doing so on behalf of the North Valley Community Foundation.
Before you begin planning your event or solicitation, please review the policy statement on Public Fundraising for Component Funds in Section 5. Then give us a call at 530.891.1150. We can work together to ensure the event is in compliance with IRS rules so your donors will be eligible for a tax deduction and you, your fund and the Foundation are protected from liability.

Public Stock Transfers

When you gift shares of stock to your fund, you receive an income tax deduction for the full fair market value of your stock while avoiding capital gains tax.

You may gift stock in two ways.

1) You may transfer stock shares directly from your brokerage account to us electronically.

a. Send a letter to your broker requesting that stock be transferred to the North Valley Community Foundation (See sample at the end of this Section.)
Be sure to include the following numbers in your letter so that your broker can send the stock to our receiving account:

Financial Network
Financial Broker
Account #06H-100882
DTC Number: 0443
for the North Valley Community Foundation A Corporation

b. Mail us a copy of your letter so that we can track your gift’s arrival in our receiving account. Once it is received, it will be credited to your fund immediately and acknowledged promptly.

c. You also may fax us a copy of your letter to 530.891.1502, e-mail us at avalavanis@nvcf.org with the name of the stock and the number of shares you are contributing, or phone us at 530 .891.1150 with the information.

Remember: When your stock is received into our account, it does not have your name it. Please make sure you let us know when you are making a stock gift.

2) You may give the Foundation stock shares in certificate form.

a. Begin by requesting a stock power form from the Foundation.

b. Take the stock power to your bank and have your signature medallion guaranteed. Please do not fill any of the blanks on the stock power. Simply sign it on the signature line with a medallion guaranteed signature.

c. Send or bring the stock certificate and the signed stock power to the Foundation with a brief letter telling us the name of the fund to which you are making the gift.

PLEASE NOTE: Converting stock certificates to sellable shares and selling them will take about four to six weeks. For tax purposes your gift will be complete on the day we receive your certificate and stock power signed with a medallion guaranteed signature. However, your fund will not actually have the proceeds of the sale of the stock for four to six weeks.

Mutual Funds Shares

Unlike individual stocks, mutual funds are generally transferred through a change of ownership on the issuer’s books. They usually cannot be transferred electronically, and the shareholder does not have a certificate of ownership.
Gifting mutual fund shares to your fund can take time, sometimes as long as four weeks. We urge you not to wait until last minute to try to complete a charitable gift of mutual fund shares. This is a particularly important when making gifts at the end of the year.

1) Begin by notifying us your interest in making a gift of mutual fund shares. Identify the mutual fund and number of shares. If available, include the telephone number and contact person at the mutual fund company. In the event that the North Valley Community Foundation already has an account with the mutual fund company, we can provide you with our account number.

2) Instruct the mutual fund company to transfer the shares to an account in the name of the North Valley Community Foundation. If a new account has to be opened, our taxpayer identification number may be required. When a new account for the Foundation has to be established, it also may take the mutual fund company a little longer to accomplish the transfer.

Some mutual fund companies provide a form to be completed first by the donor and then by the Foundation. If that is the case with your mutual fund company, you may request the form from the company, fill out your portion ad send it to us. We will complete the form and send it in to the company.

3) Once an account for the Foundation has been established, the mutual fund company will send the Foundation a transaction statement, when we know that the gift is being made, we can check on its status throughout the process.

Closely Held Stock

There are excellent tax incentives for gifting stock of a closely held corporation to your fund. If the stock can be contributed before the terms of sale of a corporation are completed, considerable financial resources can be made available for your charitable goals at the lowest after-tax cost to you.
Even if the corporation is not likely to be sold, closely held stock makes an excellent gift to your fund. You can contribute the shares and the stock will be sold later for cash. In such instances, the Foundation cannot guarantee or pre-arrange a sale or make any other agreement that might imply or cause a material restriction to be imposed on the contribution.
We will be happy to assist you with a gift of closely held stock for your fund. Please contact us at 530.891.1150. A qualified appraisal complying with IRS regulations will be required in order to establish the value of the gift for federal income tax purpose.
Gifting closely held stock can take many weeks to complete, so we urge you to allow plenty of time to be sure your gift is complete before the time period in which you want to receive your tax deduction. Your gift will be complete when your shares are registered in the name of the Foundation.

Restricted Stock

Under certain circumstances, you may make a gift of restricted stock to your fund. Please contact the Foundation at 530.891.1150 if you would like to do so. We can work with you to determine if the shares may be gifted based on the restriction on your stock and the provisions of legal documents governing your ownership of the stock.
If your shares may be gifted, we will assist you in completing the process. A qualified appraisal complying with IRS regulations will be required to establish the value of the gift for federal tax purposes.
Gift of restricted stock can take many weeks to complete, so please call us early if you want to have your gift complete within a specific tax period. Your gift will be complete when the restricted stock is reregistered in the name of the Foundation.

Real Property

You may gift unencumbered real property such as homes and business property to your fund. Our policies and procedures for making a gift of real property can be found in Section 5. The Foundation will help you determine whether your property may be gifted and advise you throughout the process. Your gift is complete when the deed is registered in the name of the Foundation. Call us at 530.891.1150 for more information.

Linking your fund with a planned gift

You and your family can enjoy significant tax advantages when you link your fund with a planned gift such as a:
• Bequest from your will or trust,
• Charitable remainder trust,
• Charitable lead trust.
• Pooled income fund gift,
• Life insurance gift, or
• Life estate gift.
For more information about these kinds of gifts, please call us at 530.891.1150. Ext. 28 and Alexa Benson-Valavanis our CEO will be there to assist you or point you in the right direction.

Using Your Fund

The North Valley Community Foundation has been making grants to nonprofit organizations in Butte, Colusa, Glenn and Tehama Counties since 1996. We act as a catalyst for the North Valley giving by aligning our donors and Private Foundations with nonprofit organizations that meet their goals. Our program and donor services professionals have specialized knowledge of organizations in your community that match your interests.

Expense Reimbursements

Payment of expenses for your fund activities such as advertising, marketing, insurance for events, etc. are requested using the Payment Request form. Expense checks relating to your fund will be issued every other week on Wednesdays (Requests are to be submitted by 3PM the Monday prior to ensure on-time disbursement). Please refer to the following schedule.

Check Run Dates 2016-2017 (PDF)

Payment to 3rd Party

Under rare circumstances will North Valley Community Foundation reimburse an individual for any expenses incurred relating to their fund. Typically disbursements will be paid directly to vendors for goods and/or services.

Grant Distribution

Once you have decided how you want to distribute your funds, you are ready to make grant recommendations to the Foundation. You may submit grant recommendations to the Foundation at any time-you’ll find Grant Recommendation forms at the back of this Section. You also may print out a Grant Recommendation from our website, or submit the request online at www.nvcf.org.

When you have completed a Grant Recommendation form, simply choose one of the following two ways to provide it to us:

• mail it to us at
North Valley Community Foundation
240 Main Street, Suite 260
Chico, CA 95928

• fax it to us at 530.891.1502

Alternatively, you may e-mail us at Avalavanis@nvcf.org. Be sure to include all the information included on the Grant Recommendation form.

Scholarship Distribution

Event Request Form