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Community Giving Foundation is about more than transactions–we’re about innovative philanthropy. Fees assessed for funds held at the Foundation support the processing of grants, accepting and acknowledging donations, completing annual audits and reporting, and also help keep you involved in our stories of giving. Our fee schedule reflects an annual rate, which is assessed quarterly on a fund’s 16-quarter rolling average balance unless otherwise noted.
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The Foundation maintains and manages information that relies on confidentiality, including information about donors, grantees, and professional advisors. The Foundation’s board adopted our Confidentiality Policy is formalize this important stakeholder commitment.
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Promoting charitable giving is core to the Foundation’s mission. While the Foundation provides charitable tools and fund administration to promote giving, it does not have the capacity to operate fundraising events for its component funds. The IRS has developed strict requirements that impact any charitable fundraising. This policy, which applies to all current and future funds, is an important resource and guide to protect the Foundation, fundholders, and donors.
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By providing guidelines for accepting diverse and complex giving vehicles for a variety of fund types, the Foundation uses this policy to serve the best interests of all stakeholders. The policy was established to assure that each gift is structured to provide maximum benefits to the donor, the Foundation, the community, and the beneficiaries of the Foundation’s charitable work.
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The purpose of this policy is to establish a clear understanding of the investment goals, objectives, and management guidelines applicable to the Foundation’s investment portfolio. It is intended to reflect the Foundation’s investment philosophy and guidelines under normal market conditions.
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The Foundation sets its annual spending policy for permanent funds by applying a percentage to each fund based on a 16-quarter rolling average. This percentage is determined annually by the Regional Board of Directors based on the recommendation of the board’s Audit and Finance Committee.
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The Foundation respects your privacy and is committed to protecting the personal information entrusted to us by donors, fundholders, nonprofit partners, grant and scholarship applicants, volunteers, community members, and visitors to our website. The Privacy Policy explains what information we may collect through our website, how we use and protect that information, and the choices you have regarding your information.
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The Website Terms of Use govern your use of csgiving.org and any other Community Giving Foundation website or online services.
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