WARREN COUNTY FOUNDATION
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WCF SERVICES

Charitable Checking Account

​We have been donors to the Warren County Foundation for eight years. The planning benefits for our charitable giving and the simplification of our records management have made this a very beneficial decision. The added benefit is getting to work with a very competent and friendly staff.
The Charitable Checking Account option is the most significant benefit of the Foundation for us. This has allowed us to:
        • simplify our donation process with two or three annual donations to the Foundation
        • greatly simplify our record keeping for tax purposes
        • become more aware of the needs of our local community and ways to meet those needs"

​-- Gerard & Karen Socha, The Socha Family Fund
Simplify your charitable giving, open a Charitable Checking account with the Warren County Foundation 
  • Give to charities that you choose, when you choose
  • Increase your tax benefits by timing deductions and giving appreciated assets
  • Simplify your record keeping and tax reporting

Choice
You can choose how and when it is best for you to fund your Foundation account.  You also can choose when to make distributions from your account to charitable organizations – this year, next year, or a few years from now.  Also, you can choose to be recognized for your gift or to remain anonymous.

Tax Advantages
You are eligible for a charitable tax deduction in the year you make your contribution to your Foundation account.  This enables you to make your gift when it is most tax-wise for you.

When you use appreciated assets (stocks, mutual funds, or real estate) to fund your account, you gain the full value of the asset for charitable purposes undiminished by long-term capital gains taxes.

Simplified Record Keeping and Tax Reporting
The Foundation handles the distribution of funds to your charitable organizations, verifies their IRS status, and does the bookkeeping for you.  You receive regular updates on your account balance, along with a record of your deposits and charitable gifts.  The acknowledgment you receive from the Foundation for deposits made to your Charitable Checking account are the only ones you need for tax purposes.

Cost
There is no charge from the Foundation.  For every dollar put in to your account, you can donate a dollar to the charitable organizations of your choice.

To learn more about these services contact the Foundation office at 513-934-1001 or [email protected]. ​

WARREN COUNTY FOUNDATION

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P.O. Box 495
Lebanon, Ohio 45036

513-934-1001 Phone

[email protected]
© Copyright 2017 Warren County Foundation
  • Home
  • Donate
  • Grants
    • Hannah's Treasure Chest
    • Adult New Readers
    • Cardboard Challenge
    • Christmas for Tots
    • Franklin Historical Society
    • Franklin Township
    • LHS Outdoor Adventure
    • Melodic Connections
    • Inventors Hall of Fame
    • Hospice of Butler & Warren Counties
  • Services
    • Environmental Forum
    • Donor Advised Fund
    • Designated Endowment Fund
    • Scholarship Endowment Fund
    • Field of Interest Endowment Fund
    • Non-Profit Organization Funds
    • Charitable Checking
    • Unrestricted Endowment Fund
  • Women's Fund
  • Testimonials
    • Fundholder Testimonials
    • Grantee Testimonials
  • News
  • Contact