Benefits of Giving

"Family Leadership" Another outreach program that builds healthy families, which ultimately creates strong communities. Fresno Regional Foundation is the trusted steward that stays connected to community services as a benefit to all donors.

As a community foundation, FRF is well positioned as an independent 501 (c) (3) nonprofit agency to offer donors the best possible tax benefits for their individual needs, while implementing all of the donor’s charitable giving objectives through one convenient source.

Responsible Management
When your fund is established these assets are assured a safe management and return on investment, which expands your charitable giving. The Fresno Regional Foundation retains SEI Investments, a global wealth management and investment management firm to provide customized nonprofit solutions. SEI addresses all of the investment and administrative challenges by leveraging the assets to maximize capabilities, cut cost, and meet our donors’ objectives. This service allows FRF more time to focus on the philanthropic mission and opportunities to better serve the donors and the community.

Accountability
We are committee to reporting back to you on results. You receive a confirmation letter when your funds are distributed. We also keep you informed as to how your donor-advised fund is performing in the investment market. All financial information is disclosed annually through an independent audit by Heberger & Merritt, published in our annual report and made available on our website. Donors also receive quarterly statements on their fund(s).

Community Benefit
As a trusted leader in the nonprofit sector, FRF is connected to the grass roots activities of community based organizations. We therefore can help the donor by identifying programs and service that match their interests in the local community and across a broader geographic region. Donors may enlist the expert assistance of the FRF staff in directing their charitable investments for the greatest impact.

Flexibility
Fresno Regional Foundation has the capacity to accept many types of gifts; such as cash, marketable securities, stocks, insurance polices, real estate, some personal property and bequests. In addition, the donor can wait to decide which charitable organizations will receive the donation while benefiting from the tax advantage immediately. When creating a donor advised fund, you actively participate in recommending the distribution of funds. You can also choose to fully expend the fund or endow the assets to create a lasting legacy.

Call Now ...

If you would like to know more about how you can invest in programs that address a wide spectrum of economic, social, educational, cultural and environmental needs. Ask for Dan DeSantis at (559) 226-5600.