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You live in the Tri-Valley. You work here. You own
a business here. You are a part of this blessed,
beautiful, and prosperous community. And you
want to give something back. You want to do
something that will enrich the lives of all of us who live
and work and do business here, and you want to help
make sure that the Tri-Valley continues to be a
community of compassion, offering hospitality and
assistance for those among us who are new here or who
need help or who need a way back or a second chance.
We invite you to give back to our community through a
philanthropic investment with the Foundation.
OUR COMMUNITY INVESTMENT PORTFOLIO
One way to become a philanthropic investor in our
community is by contributing to one or more of the
Foundation’s portfolio of funds, offering immediate
giving or endowment options:
grants program and our two "in-house" programs serving
at-risk youth and families without health insurance.
Gifts to this fund also allow the Foundation to meet
emergency needs and offer free professional assistance to
local nonprofits, schools, and government agencies.
a “savings account” for the Tri-Valley. Contributions to
this fund are added to the fund’s principal, and the
income from the fund is used for the benefit of the Tri-
Valley Region.
endowment funds. These six funds correspond to the
Foundation's six philanthropic priorities.
The Foundation is able to accept contributions of all
kinds — cash, restricted and unrestricted securities, real
property — which can be transferred now or as an estate-
planned gift.
CUSTOM FUND OPTIONS
A second way to become a philanthropic investor —
locally, nationally, or even globally — is to create a
“custom fund” of your own. The Foundation will work
with you and with your professional financial advisor to
create a custom “donor-advised fund” that benefits the
Tri-Valley or any cause that you care about close to
home, across the country, or around the world.
Establishing a donor-advised fund offers several financial
and philanthropic advantages, including:
how much to give to each.
Your custom fund can be managed by the Foundation’s
wealth managers or by a financial investment firm of
your own choosing.
ESTATE-PLANNED GIVING
A third way to become a philanthropic investor is to make
an estate-planned gift to the Foundation. Through
thoughtful and strategic estate planning, you can make a
charitable gift that benefits you and your heirs, and helps
shape the future of the Tri-Valley Region for years to
come.
a business here. You are a part of this blessed,
beautiful, and prosperous community. And you
want to give something back. You want to do
something that will enrich the lives of all of us who live
and work and do business here, and you want to help
make sure that the Tri-Valley continues to be a
community of compassion, offering hospitality and
assistance for those among us who are new here or who
need help or who need a way back or a second chance.
We invite you to give back to our community through a
philanthropic investment with the Foundation.
OUR COMMUNITY INVESTMENT PORTFOLIO
One way to become a philanthropic investor in our
community is by contributing to one or more of the
Foundation’s portfolio of funds, offering immediate
giving or endowment options:
- The Community Impact Fund. This is our active
grants program and our two "in-house" programs serving
at-risk youth and families without health insurance.
Gifts to this fund also allow the Foundation to meet
emergency needs and offer free professional assistance to
local nonprofits, schools, and government agencies.
- The Tri-Valley Endowment Fund. This is the
a “savings account” for the Tri-Valley. Contributions to
this fund are added to the fund’s principal, and the
income from the fund is used for the benefit of the Tri-
Valley Region.
- Priority Endowment Funds. The Foundation’s
endowment funds. These six funds correspond to the
Foundation's six philanthropic priorities.
The Foundation is able to accept contributions of all
kinds — cash, restricted and unrestricted securities, real
property — which can be transferred now or as an estate-
planned gift.
CUSTOM FUND OPTIONS
A second way to become a philanthropic investor —
locally, nationally, or even globally — is to create a
“custom fund” of your own. The Foundation will work
with you and with your professional financial advisor to
create a custom “donor-advised fund” that benefits the
Tri-Valley or any cause that you care about close to
home, across the country, or around the world.
Establishing a donor-advised fund offers several financial
and philanthropic advantages, including:
- An immediate tax deduction without having to make
how much to give to each.
- The services of the Foundation's professional grant
- The opportunity to build an endowment over time
Your custom fund can be managed by the Foundation’s
wealth managers or by a financial investment firm of
your own choosing.
ESTATE-PLANNED GIVING
A third way to become a philanthropic investor is to make
an estate-planned gift to the Foundation. Through
thoughtful and strategic estate planning, you can make a
charitable gift that benefits you and your heirs, and helps
shape the future of the Tri-Valley Region for years to
come.
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Picture Credits -- Wente Vineyards, San Ramon Valley Conference Center, Creative Commons |
for our complimentary philanthrophy consulting services,
click here. You'll be glad you did!
Take the plunge!
Become a philanthropist!
To learn more about giving through the
Foundation, or to make an appointment
Become a philanthropist!
To learn more about giving through the
Foundation, or to make an appointment
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