Ways to Give

Exterior view of Monumental building

The Community Foundation of Shelby County is home to more than 260 charitable Funds, each set up by local people to support charitable causes and organizations here and throughout the US. You can set up a new Fund or give to an existing Fund.

As a 501(c)(3) public charity, gifts to the Community Foundation of Shelby County are deductible to the highest levels allowed by law. We act as an ongoing service helping you give to causes and charities that matter to you. We gladly work with your legal and tax advisors to ensure your giving is done in a way most advantageous to your unique situation.

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Ways to Give Now

Giving by cash or check is simple and effective. Please make checks payable to ‘Community Foundation of Shelby County‘ and on the check’s memo line or in an accompanying note, list the name of the charitable fund to receive the giftg. Our mailing address is:
Community Foundation of Shelby County
100 S. Main Ave., Ste 303
Sidney, OH 45365

It’s easy to use a major credit card or your PayPal account to make a gift to any Community Foundation charitable Fund. Gifts by credit card will show on your statement as a transaction with PayPal, our credit card processor. Credit card fees of approx. 3% apply. See the ‘Donate’ button at the top right corner to start your donation.

Gifting appreciated mutual fund or stock shares directly to the Community Foundation means no capital gains taxes to pay and you can deduct the average value of the shares on the day they were gifted, based on IRS guidelines. We encourage you to consult with your investment or tax professional before gifting public securities. Contact Jordan Knepper, Donor Relations Director, at jknepper@commfoun.com for account information needed to transfer mutual fund or stock shares to any Community Foundation Charitable Fund.

Donors with a traditional IRA who have surpassed age 70 ½ may make a direct transfer from their IRA to the Community  Foundation of Shelby County. If you have surpassed age 73, it counts toward your Required Minimum Distribution (RMD). Under current law, Scholarship, Designated-use, Project, Organization and Community Granting Funds are eligible to receive IRA Charitable Rollover gifts (often called a Qualified Charitable Distribution or QCD), but Donor Advised Funds, including Gift Accounts, are not eligible. Contact Jordan Knepper at jknepper@commfoun.com for annual maximums and additional information.

Please provide the following information to your IRA provider

Organization: Community Foundation of Shelby County
EIN: 34-6565194
Mailing Address:
100 S. Main Ave., Ste 303, Sidney, OH 45365
Email: Jordan Knepper, Donor Relations Director
jknepper@commfoun.com

Remember, an IRA QCD gift cannot be placed in a donor advised fund or Gift Account.

A Donor Advised Fund (DAF) of the Community Foundation of Shelby County may issue a grant to another Fund by sending a request to Jordan Knepper, Donor Relations Director. DAFs held at other community foundations or DAF providers, may also send a grant to the Community Foundation of Shelby County, intended for a specified Fund. Please provide to your account holder:
Organization: Community Foundation of Shelby County
EIN: 34-6565194
Mailing Address:
100 S. Main Ave., Ste 303, Sidney, OH 45365
Email: Jordan Knepper, Donor Relations Director
jknepper@commfoun.com

Please indicate the name of the Charitable Fund to receive your gift.

Gifts of farmland, homes, building lots and commercial buildings may provide a deduction for the Fair Market Value of the property. In most cases, the property is sold and its proceeds are placed in a Charitable Fund to carry out your giving preferences. Before being accepted, real property gifts must meet the requirements of our Policy and Procedures for Potential Gifts of Real Estate. Please contact Jordan Knepper, Donor Relations Director, for additional information.

A way to share your harvest! Gifts of grain provide a tax-saving agricultural connection to giving. Farmers can exclude the sale of donated grain from income, but may be able to deduct the cost of growing the crop in the year the expense occurred. The Community Foundation must have an account at the elevator where grain is delivered. Please contact Jordan Knepper, Donor Relations Director, at jknepper@commfoun.com in advance before going to the elevator for additional information. See our Gift of Grain flyer for more details.

For details about gifts, please refer to our General Gift Acceptance Policy.

Planned Giving

Planned giving means that you are taking action today to make a gift that is given at some future date or at death. In most cases, planned gifts are written into your will or other estate instrument such as a trust, life insurance policy, or retirement plan.

Choosing the right planned gift depends on your personal circumstances and financial objectives. Here are a few options to consider.

Disclaimer: Nothing within this website should be construed as legal advice. The following wording is for information only and should be discussed with your attorney.

Glass jar with coins and a heart shaped flower and another image of a Tawana Park sign near a body of water and trees

Ways to Give in the Future

By Will or Trust

Bequests are statements in your Last Will and Testament or a Trust directing portions of your assets to loved ones and charitable organizations, such as the Community Foundation of Shelby County. Depending upon the kinds of assets you hold, giving may help reduce estate taxes.

Note: The legal name to include the CFSC as a beneficiary or in a bequest of any kind is: The Community Foundation of Shelby County, an Ohio nonprofit corporation (FEIN 34-6565194).

Click here for downloadable bequest language.

IRA or Retirement Plan

At death, IRAs and retirement plan balances may be taxed, reducing the amount your beneficiaries may receive. When given to the Community Foundation, no taxes are due and the gift is preserved to benefit the community.

Life Insurance

Naming the Community Foundation as a primary or secondary beneficiary of a life insurance policy is a great way to fund a gift to support the future of our community. If ownership of the policy is transferred, a current income tax deduction is possible. Some have even purchased a new policy that will later benefit their preferred cause. Annual policy premiums paid to the Community Foundation keep the policy in force and are tax deductible. Contact us for our Life Insurance Gift Acceptance Policy.

Ways to Give in the Future

By Will or Trust

Bequests are statements in your Last Will and Testament or a Trust directing portions of your assets to loved ones and charitable organizations, such as the Community Foundation of Shelby County. Depending upon the kinds of assets you hold, giving may help reduce estate taxes.
When we receive a gift from your estate, we put it to work to benefit the greater community or any aspect of it that you request. Bequests may be written into a new Will or added as a codicil to an existing Will.
Note: The legal name to include the CFSC as a beneficiary or in a bequest of any kind is: The Community Foundation of Shelby County, an Ohio nonprofit corporation (FEIN 34-6565194).

Click here for downloadable bequest language.

IRA or Retirement Plan

At death, IRAs and retirement plan balances may be taxed, reducing the amount your beneficiaries may receive. When given to the Community Foundation, no taxes are due and the gift is preserved to benefit the community.

Life Insurance

Naming the Community Foundation as a primary or secondary beneficiary of a life insurance policy is a great way to fund a gift to support the future of our community. If ownership of the policy is transferred, a current income tax deduction is possible. Some have even purchased a new policy that will later benefit their preferred cause. Annual policy premiums paid to the Community Foundation keep the policy in force and are tax deductible. Contact us for our Life Insurance Gift Acceptance Policy.

Gifts that Produce Income

Certain gifts are structured for an immediate tax deduction and the ability to provide income to the donor or a person they designate.

Charitable Gift Annuity

Income is guaranteed for life and the fixed payment amount is based on the age of the payment recipient. The remainder after death is placed in a new or existing charitable fund.

For details about gifts, please refer to our General Gift Acceptance Policy.

Charitable Remainder Trust

Another payment arrangement, a CRT provides income for life or for a fixed term. You work with your attorney to create the CRT document and fund the trust with a gift. At the end of the donor’s life or the fixed term, the remaining assets are placed in a charitable fund at the Community Foundation.

For details about gifts, please refer to our General Gift Acceptance Policy.

Charitable Lead Trust

A CLT is the opposite of a Charitable Remainder Trust, in that the CLT’s income is gifted during a donor’s life or a fixed term to a charitable fund at the Community Foundation. At the end of the donor’s life or term of the trust, the remaining principal is then returned to a beneficiary.

For details about gifts, please refer to our General Gift Acceptance Policy.

Have you included the Community Foundation of Shelby County in a deferred gift or your estate plan?

Please contact us so we have an understanding of your plans for the gift. You may also be listed as a named or anonymous member of our Legacy Society.
You need not disclose the amount or type of gift you are planning, but it is helpful if we can discuss how your gift is to be used in the future.

Contact Marian Spicer, Executive Director, at mspicer@commfoun.com for information and questions.

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