Professional Advisors

Many people may have a desire to give back to their community, but the logistical aspects of philanthropy (particularly handling finances, property, and investments) can be discouraging. The North Valley Community Foundation specializes in fund-management oversight, asset allocation, and social investment, allowing donors to focus on their passions rather than becoming overwhelmed by financial minutiae.

Donor Advised Funds

Operating much like a personal or family foundation, donors can contribute to their fund when it is most convenient and then recommend gifts over time for charitable purposes. The donor selects a fund name and investment strategy and then makes grants to organizations committed to the causes he or she cares about.

Endowment Funds

Money donated to the Foundation with the intention that it be invested to generate income for philanthropic purposes. The donor may require that the fund remain intact for a specific period of time or in perpetuity. Giving out a percentage of the fund balance based on the donor’s or advisor’s wishes through outright gifts, grant making, or project oversight.


Get Started

The North Valley Community Foundation would be happy to meet with you and your client to discuss other methods of giving. Please contact us for a consultation and to learn of ways that you could partner with NVCF to best address your clients’ needs.

Contact
Alexa Benson-Valavanis
(530) 891-1150
nvcf@nvcf.org

Giving Methods

Many types of gifts allow your client to fulfill their charitable intentions and result in immediate and possible future benefits for them and their family.

Gifts of Cash

Gifts of Securities

Gifts that Provide Income

Bequests by Will or Trust

Gifts of Real Estate

Benefits for Professional Advisors & Their Clients

Estate planners, financial advisors, and other professional advisors are often asked to suggest the best vehicles for charitable giving. The North Valley Community Foundation offers you and your clients several distinct benefits. These benefits include:

Streamlined Process

NVCF facilitates a process that focuses on your charitable goals and realizing your dreams for social impact.  Creating a charitable fund at NVCF is an easy, low-cost alternative to forming and administering a private foundation or nonprofit organization. Our professional program staff can help you understand community needs, assess local organizations, and direct gift dollars to high-impact areas.

Tax Benefits

NVCF offers maximum federal and state tax benefits. As a non-profit, 501(c)(3) charitable organization, donors may deduct contributions as provided in IRC 170 of the U.S. Tax Code. Donor receipts are distributed on a quarterly basis.

Flexibility

NVCF accepts a wide variety of gifts – including cash, stocks, real estate, and other assets. We can help you create a fund that addresses virtually any charitable purpose.

Planned Giving

Planned Giving is an important means to transfer personal or family resources (wealth/ assets) into philanthropy for the benefit of charitable causes and nonprofits—locally, nationally, or internationally.

Strategic Philanthropy

The North Valley Community Foundation specializes in helping individuals, families, and businesses create strategic philanthropy plans, working to help you identify the scope of your giving to maximize community impact. Our process of facilitation results in a plan that identifies your giving mission, scope, interests, and procedures. Through this process, we harness your ideas to create grant processes, ventures, and initiatives that lead to tangible outcomes.

Community Engagement

One of the most powerful advantages NVCF has to offer is an inspiring experience of philanthropy. NVCF includes a network of highly engaged and passionate community members. You don’t have to make social change alone. NVCF is a network of social entrepreneurs, donors, community activists and influencers who desire to be a part of making our community better. This network is involved in both international and social ventures seeking to make a difference in a myriad of ways.

Cost Savings

Due to the economies of scale and the charitable mission of the community foundation, we offer these services and products at the lowest cost to the donor.