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Sioux City, IA 51101
712-293-3303
 

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TRANSFERRING A PRIVATE FOUNDATION

You or your client may have an existing private foundation.  In this case, we invite you to explore the benefits of transferring it to an advised fund that can be established at the Siouxland Community Foundation. Through a simple transfer process, you or your client may be able to avoid some of the hassles (and costs) of private foundation management.

Establishing a Donor Advised Fund allows you or your client to remain involved in grant making, if that is desired.  At the same time, an Advised Fund will ensure that their intent, name and pattern of charitable giving is maintained—in perpetuity if so wished.

There is so much more we'd like for you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact the Siouxland Community Foundation.

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Private Foundation Options


















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