Fund Advisor Resources
This new fund orientation contains fund advisor information regarding grants and payment requests, how to make deposits and more.
This guide is designed to familiarize you and your group of volunteers about what rules affect your fundraising efforts, as well as let you know what we need to properly report the results of your work.
This toolkit will help you learn ways to spread the word about your fund and the work you're doing in the community, including info on how to use social media, create fliers, write a press release and more.
If you're considering opening a fund at NVCF, you likely have a wonderful idea and a vision to do good in this world. Learn more about how our team can support you so you have the freedom to focus on the cause that matters to you.
Fund information, including current balance or donor information, is available at any time in your Fund Advisor Portal. Request login information at email@example.com
Our Finance Office runs checks every Wednesday.
To update fund advisor information, or to add/remove authorized signers to your fund, please email Carolyn Engstrom at firstname.lastname@example.org
Please contact email@example.com with any questions.
Promote your NVCF fund in print and on the web with these logos.
Build your fund
With your fund at NVCF, you can build a permanent legacy of philanthropy. You may add to your fund at any time. If you’re considering making a gift to your fund, we encourage you to contact us to discuss how you can gain the maximum financial and tax benefit.
Linking Fund with Planned Gift
You and your family can enjoy significant tax advantages when you link your fund with a planned gift such as a:
Bequest from your will or trust
Charitable remainder trust
Charitable lead trust
Pooled income fund gift
Life insurance gift
Life estate gift
For more information about these kinds of gifts, please go to nvcfgiving.org
In the event of an in-kind gift, when a non-cash gift is received, please follow the instructions below:
You must issue a thank you note and receipt using the letter below as a template.
Please issue the letter AFTER receipt of the gift.
Fill in the log for all in-kind receipts and submit to NVCF within 48 hours of the event.
In-Kind Letter Template (DOCX)
Once you establish a fund at NVCF, you will receive a unique web address your donors can use to contribute to your fund. Anyone with a bank account or credit card may make a donation to your fund. Credit card processing fees are approximately 2.5% and are deducted from the donation before it is credited to your account.
If your organization has its own website, you may want to arrange to place a donation link on your own page. Contact firstname.lastname@example.org for information on this option.
Mutual Fund Shares
Unlike individual stocks, mutual funds are generally transferred through a change of ownership on the issuer’s books. They usually cannot be transferred electronically, and the shareholder does not have a certificate of ownership.
Gifting mutual fund shares to your fund can take time, sometimes as long as four weeks. We urge you not to wait until last minute to try to complete a charitable gift of mutual fund shares. This is a particularly important when making gifts at the end of the year.
Begin by notifying us your interest in making a gift of mutual fund shares. Identify the mutual fund and number of shares. If available, include the telephone number and contact person at the mutual fund company. In the event that the North Valley Community Foundation already has an account with the mutual fund company, we can provide you with our account number.
Instruct the mutual fund company to transfer the shares to an account in the name of the North Valley Community Foundation. If a new account has to be opened, our taxpayer identification number may be required. When a new account for the Foundation has to be established, it also may take the mutual fund company a little longer to accomplish the transfer.
Some mutual fund companies provide a form to be completed first by the donor and then by the Foundation. If that is the case with your mutual fund company, you may request the form from the company, fill out your portion and send it to us. We will complete the form and send it in to the company
Once an account for the Foundation has been established, the mutual fund company will send the Foundation a transaction statement, when we know that the gift is being made, we can check on its status throughout the process.
Under certain circumstances, you may make a gift of restricted stock to your fund. Please contact the Foundation at (530) 891-1150 if you would like to do so. We can work with you to determine if the shares may be gifted based on the restriction on your stock and the provisions of legal documents governing your ownership of the stock.
If your shares may be gifted, we will assist you in completing the process. A qualified appraisal complying with IRS regulations will be required to establish the value of the gift for federal tax purposes.
Gift of restricted stock can take many weeks to complete, so please call us early if you want to have your gift complete within a specific tax period. Your gift will be complete when the restricted stock is reregistered in the name of the Foundation.
Family, friends, and colleagues – anyone can make a gift to your fund. It’s as simple as mailing the gift to the Foundation with instructions to place it in your fund.
IMPORTANT NOTE ON FUNDRAISING FOR YOUR FUND:
Raising money for your fund by holding an event by soliciting businesses and other foundations is more complex. You will, for legal purposes, be doing so on behalf of the North Valley Community Foundation.
Before you begin planning your event or solicitation, please contact Carolyn Engstrom, Client Care Manager, at email@example.com. We can work together to ensure the event is in compliance with IRS rules so your donors will be eligible for a tax deduction and you, your fund and the Foundation are protected from liability.
Donations by Check
Make checks payable to NVCF/[Fund Name] and mail them to:
North Valley Community Foundation
The Foundation Building
1811 Concord Ave., Ste. 220
Chico, CA 95928
Gifts may also be made by bank transfer. Contact the accounting department at firstname.lastname@example.org for assistance.
You or your fund donors can make a recurring gift (monthly, annually, etc.) via credit card (see Online Donations below)
Closely Held Stock
There are excellent tax incentives for gifting stock of a closely held corporation to your fund. If the stock can be contributed before the terms of sale of a corporation are completed, considerable financial resources can be made available for your charitable goals at the lowest after-tax cost to you.
Even if the corporation is not likely to be sold, closely held stock makes an excellent gift to your fund. You can contribute the shares and the stock will be sold later for cash. In such instances, the Foundation cannot guarantee or pre-arrange a sale or make any other agreement that might imply or cause a material restriction to be imposed on the contribution.
We will be happy to assist you with a gift of closely held stock for your fund. Please contact us at (530) 891-1150. A qualified appraisal complying with IRS regulations will be required in order to establish the value of the gift for federal income tax purpose.
Gifting closely held stock can take many weeks to complete, so we urge you to allow plenty of time to be sure your gift is complete before the time period in which you want to receive your tax deduction. Your gift will be complete when your shares are registered in the name of the Foundation.
You may gift unencumbered real property such as homes and business property to your fund. Our policies and procedures for making a gift of real property can be found in Section 5. The Foundation will help you determine whether your property may be gifted and advise you throughout the process.
Your gift is complete when the deed is registered in the name of the Foundation. Call us at (530) 891-1150 for more information.