SERVICES

Foundation Services:


Sumter Sunshine Community Foundation is committed to delivering a wide range of services beyond traditional grantmaking activities to help our donors, not-for-profit partners, and other stakeholders achieve their chartable objectives and advance the spirit of giving throughout the Lake & the greater Sumter area.

For Donors:

Our professional staff strives to provide each donor with the highest level of efficiency, flexibility, personal service, local expertise, accountability, anonymity if desired, permanence and maximum tax benefits for all gifts contributed. The minimum amount necessary to establish a named endowment fund is $10,000; however, the Foundation welcomes and encourages gifts of any size given for the benefit of the community.

 

For Professional Advisers:

Whether you are an accountant, attorney, financial adviser, life underwriter, or trust officers; the Foundation is here to support you in arranging the charitable objectives of your clients. From offering back-office support and in-person meetings to providing educational seminars and site visits to local charities, we are happy to assist you in any way we can to facilitate the giving process and help your clients fulfill their charitable desires.

 

For Not-for-Profits:

By setting up an endowed fund through the Community Foundation you don't have to worry about the administrative hassle of investing, managing, and administering your organizational endowment. You can access major money managers and services that, due to economies of scale, might not otherwise be available to you. You can rest assured that your organizational endowment will remain in place perpetually. The Foundation can also make grants annually for not-for-profit organizations serving residents of our region.



Resources:

Subpages (1): What We Offer:
Comments