Do your clients want to Share their Legacy in the community?
We believe everyone benefits from working with professionals who know them, understand their wants and needs, and most important, have their best interest at heart. We partner with you or your firm to provide options to start a fund or support the Johnson County Community Foundation.
We Are a Valued Resource For
- Wealth Advisors
- Bank Professionals
- Tax Advisors
5 Reasons Why You Benefit From Being a Legacy Partner
- Our expertise becomes your asset in your client relationship.
- We understand tax implications and how most people need professional advice to help them understand the nuances when making good decisions.
- We have a proven process that makes the investment decision efficient.
- We offer a personalized level of service tailored to the needs of you and your client.
- We provide ongoing professional education.
- We accept a wide range of assets that can help your clients achieve their legacy goals.
See how our proven process helps your clients Start a Fund
Learn how your clients can support our community's Key Causes
Help your client understand the history and mission of The Foundation
Watch and Learn
About IRA Rollovers
About Legacy Funds
About Charitable Giving
Legacy Gifting Options
JCCF offers six types of named funds with a permanent (endowed) or nonpermanent structure. In addition, some allow for donor input and some do not, enabling you to choose your involvement level. Contact us for more information at 317-738-2213
A Discretionary Fund is typically established to provide support for general, unspecified charitable purposes at the discretion of the Community Foundation, without advice or recommendations from the Donor or any persons designated by the Donor.
A Designated Fund is typically established to provide support for a specified public charity (local art museum, symphony or hospital), without future advice or recommendations from the Donor or any persons designated by the Donor.
Donor Advised Fund
A Donor Advised Fund is typically established at the request of a Donor to the Community Foundation to provide support for charitable and similar exempt expenditures or recipients recommended by the Donor or persons designated by the Donor to advise the Community Foundation. The recommendations must be advisory only, and the Community Foundation must be free to reject any or all recommendations.
Discretionary Scholarship Fund
A Discretionary Scholarship Fund is typically established to provide educational scholarships to individuals, without advice or recommendations from the Donor or persons designated by the Donor.
Advised Scholarship Fund
An Advised Scholarship Fund is typically established to provide educational scholarships to individuals, where the Donor or persons designated by the Donor are to be involved in the selection of scholarship recipients. Under the Pension Act, the Donor (or his/her designee) may only participate in such selection as a member of a larger advisory committee, and legal requirements must be met. The scholarship advisory committee’s recommendations must be advisory only, and the Community Foundation must be free to reject any recommendations.
Advised Charitable Organization Fund
An Advised Charitable Organization Fund is typically established at the request of a charitable organization (the “Charitable Organization”) to provide support for the Charitable Organization’s exempt purposes, as recommended by the Charitable Organization. The Charitable Organization’s recommendations must be advisory only, and the Community Foundation must be free to reject any recommendations.
While the six fund types above can be established as endowed/permanent or nonpermanent, there is one more fund type – the Community Project Fund – that must be nonpermanent.
Legacy Partner FAQ
- Do you host any Advisor training or group meetings to learn more about the Johnson County Community Foundation?
- Why should I consider partnering with JCCF on my clients’ investment?
- Currently I don’t have any clients investing in a community foundation. What’s the best way for me to learn about the Johnson County Community Foundation and community foundations in general?
Do you host any Advisor training or group meetings to learn more about the Johnson County Community Foundation?
Currently we host an annual attorney workshop, and we regularly schedule 1:1 meetings with various advisors and firms. If you would like to schedule a meeting, please contact us: 317-783-2213.
Why should I consider partnering with JCCF on my clients’ investment?
The reasons are many.
Our reputation is strong. Many of our donors come to us by referral. Their professional advisors are confident we can help their clients because they know we are diligent, community leaders who keep our finger on the pulse of the community’s needs. We are recognized for our leadership role in providing philanthropic information, support and service, and that gives advisors the confidence to connect us with their clients. Learn more »
We are not “one size fits all.” We understand the need to be flexible and responsive to personal needs, so we offer a wide range of fund options, including “non-permanent” funds such as community endowments that are distributed in perpetuity. We can also help your clients create a family giving legacy that spans generations. Learn more »
We listen. Our philanthropic experts are very good listeners who identify giving opportunities that reflect the meet investors passions. We want to help your clients support the organizations, programs and projects that align with their values. It’s our goal – our reason for coming to work in the morning. We are committed to “connecting people who care with causes that matter.” Causes that matter to them, and we believe we’re very good at it.
Learn about our Grants » | Learn about our Initiatives »
It makes financial sense. Starting a JCCF is more affordable than starting a private foundation. Plus, we take care of costly administrative details like legal and tax compliance.
We are a good partner. We respect the authority of professional advisors and understand we can help most by supporting their efforts to help their investors reach charitable goals.
The bottom line tells the story. We know the importance of professional fiscal management. We create a sound investment policy and follow it to the letter which is why we have a high-performance track record.
Currently I don’t have any clients investing in a community foundation. What’s the best way for me to learn about the Johnson County Community Foundation and community foundations in general?
What does it mean to Share Your Legacy?
When you donate to local charities, school projects and nonprofit groups, you likely consider it “giving to a worthy cause.” It’s instinctive because it’s “the right thing” to do. The amount doesn’t matter so much. It’s all about the cause and how you feel about it. There’s a need, you want to help, so we give.