1. You promised yourself in 2024 that you’ll never again get caught in a year-end crunch.
The last few months of the year are always hectic with holiday activities. When you layer on the added stress of tax planning and completing the charitable giving plans you set back in January, you might tip the scales from hectic to chaotic. Setting up a charitable fund with the Foundation can be done in as little as a day. We can help organize your year-end charitable giving early so that it achieves both your financial and your philanthropic goals, taking the stress out of your year-end charitable giving.
2. You’re concerned about recent drops in funding to local charities, but you’re not quite sure about what you can do to help.
We’ve got a finger on the pulse of our community’s needs and the nonprofits that are addressing them. Our team can provide information about program cuts that have left people in our community vulnerable and share ideas and recommendations for how you can help fill the gaps. Our philanthropic services team serves as your personal guide to making meaningful charitable investments throughout Delaware County and beyond. We leverage our deep knowledge of the local nonprofit landscape—built through ongoing relationships with hundreds of organizations—to help you identify charities that align with your passions and values, whether you’re interested in supporting education, healthcare, arts, environment, or social services. Beyond simply recommending organizations, we conduct thorough due diligence on potential grant recipients. We facilitate meaningful connections by arranging introductions with nonprofit leaders, organizing site visits, and creating opportunities for you to see programs in action. Our goal is to transform your charitable giving from simple transactions into deeply rewarding relationships that create lasting positive change in our community.
3. Your tax advisor has suggested that 2025 is an important year to increase your charitable donations, but you don’t want your gifts to favorite charities to suddenly spike and then drop again.
For the small percentage of people who itemize deductions on their individual income tax returns, 2025 may indeed present opportunities. The Foundation for Delaware County is happy to work with you and your tax advisors to structure gifts to a donor-advised or other type of fund at the Foundation to ensure that you’re leveraging tax advantages while also maintaining consistent support year after year for the causes you care about.
4. You’re thinking about selling commercial property or private business interests, and you’ve heard that charitable gifts can be an effective component of the transaction if structured correctly.
Many people do not realize until it’s too late that they can give real estate or closely-held stock to a fund at the Foundation well in advance of a future sale, and achieve significant tax benefits while also setting aside charitable dollars to make a positive difference either immediately or across generations. Before you and your advisors put any pen to paper on the disposition of real estate or private business interests, please reach out!
5. You’re updating your estate plan and want to leave money to charity, but you’re not exactly sure which charity.
Anytime you are updating your estate plan or related financial documents, such as beneficiary designations on IRAs, life insurance policies, or retirement accounts, it’s always worth a look at how you might give beyond your lifetime. Our team is happy to work with your advisors to deploy the Foundation’s flexible tools to round out your estate plan and make sure you’re exploring the tax benefits of using various types of assets to fund your charitable intentions.
