Foundation Forum by Jennifer Tolle Whiteside, NCCF CEO

Serving our donors and fundholders

We love to help our donors and fundholders, and much of our work falls into two categories: working with you to administer grants and to create funds.

There’s lots of excitement around here right now about our grants and scholarship seasons kicking off. 

Fundholders, you are receiving statements and the necessary forms from NCCF to get going. We know there are many causes that you care about, but if you need assistance or help in making a connection to a particular nonprofit, our staff stands ready to help.   

Our staff is here to answer questions, make connections and help you research issues you care about. Because of our statewide footprint, we have much information about local efforts and issues, which enables us to support your grantmaking.  We can serve as a resource and a catalyst for your charitable giving. 

We also love helping you to establish or grow your funds. Some year-end enhancements to the law created some benefits for some of you.

You probably heard that Congress signed a permanent extension into law of the IRA Charitable Rollover in late December. This means that individuals age 70 ½ may make a tax-free charitable “rollover” gift up to $100,000 from their qualifying IRAs. Many types of NCCF funds qualify for these rollover gifts: designated and agency funds, scholarships and local affiliate grantmaking funds are all eligible. Donor advised funds are not eligible to receive the rollover. And while the ship has sailed for 2015 deductions, there is next year to consider. Contact your IRA plan provider for help making a gift to your favorite NCCF fund for 2016. For questions or help for 2016, please contact me at jtwhiteside@nccommunityfoundation.org or Beth Boney Jenkins, NCCF vice president of development, at bjenkins@nccommunityfoundation.org.

We were busy right up to the New Year -- making sure grants for 2015 were finalized and the requisite receipts were in order. We also helped several people establish funds before the end of the year. Some of these were brand new relationships, and some endowments had been under consideration for a while.  Many at year-end were making plans for testamentary gifts and meeting with us to ensure that we understood their wishes and knew all of the particulars about establishing their funds, so that these giving vehicles could speak for them and their families after they are gone. 

What a nice legacy to leave. Did I tell you that we love our work with donors and fundholders??

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