Types of Funds

WOMEN'S FUND

The Warren County Foundation is establishing The Women’s Fund of Warren County. The overall goal is to involve Warren County women in philanthropy to benefit the County and to improve the quality of life for adults and children across the County. Learn more... ​"96% said that a Women's Fund would improve Quality of Life, and 90% said they would participate." ​-- Survey of nearly 500 women in Warren County

ENVIRONMENTAL FORUM

The Warren County Foundation is establishing The Warren County Environmental Forum. The goal of the Forum is to help the Warren County Community develop and grow conservation funding and establish environmentally-conscious practices. Learn more... ​"Awarded to individuals or companies that submit a proposal demonstrating a change that establishes or enhances an environmentally-conscious practice."

DONOR ADVISED FUND

Having a Donor Advised Fund is like having your own private foundation, but without administrative complications or expense.  It is intended for donors who wish to see their charitable dollars grow and provide benefits into the future.  Learn more... ​"Using a donor advised fund allows us to make a tax-deductible gift when it makes sense for us." ​-- Jonathan McCann, McCann Family Foundation

DESIGNATED ENDOWMENT FUND

With a Designated Endowment Fund you may designate specific non-profit organizations to receive your gifts now and into the future.  If your designated organization ceases to exist, we will help choose a similar organization that can best carry out your original intent. ​Learn more... "By using the Warren County Foundation the Trustees are able to get more money to the Trust Fund Applicants." -- Barbara Berry-Spaeth

SCHOLARSHIP ENDOWMENT FUND

A Scholarship Endowment Fund enables you to support high school graduates who are going to college or vocational schools, or non-traditional students who are preparing to return to the workforce.  Donors work with Foundation staff to establish the selection criteria and process.  Learn more... "The Kevin C. Barnhill Memorial Scholarship Fund continues to be blessed by its collaboration with the Warren County Foundation." -- William O. and Barbara J. Barnhill

FIELD OF INTEREST ENDOWMENT FUND

With a Field of Interest Endowment Fund you can support a particular area of interest, such as children’s services, services for the elderly or historic preservation.  In this program, the Foundation makes grants from your fund to meet current needs in your area of interest.  Learn more... "Whenever I am at the foundation everyone is always smiling and pleasant. They are very professional and get the work done that is needed." -- Jane Davis, Miller Ecological Park

NON-PROFIT ORGANIZATION FUND

Non-Profit Organization Funds – The Foundation can assist organizations in establishing an endowment fund to support the organization long term.  The Foundation also manages existing organization funds – providing professional oversight and management, often with a savings in administrative costs and time for the organization. Learn more...

CHARITABLE CHECKING ACCOUNT

Your Charitable Checking Account acts like your personal checking account.  You receive your tax deduction when you deposit assets with the Foundation.  Then you direct us to send contributions from your account to any charitable or other tax-exempt organization you choose, when you choose. ​Learn more... "The planning benefits for our charitable giving and the simplification of our records management have made this a very beneficial decision." -- Gerard & Karen Socha

Our Services

The Warren County Foundation is a true partner in charitable giving. We can assist you in establishing a charitable fund – and in managing your charitable dollars to achieve maximum positive impact. Click on one of the types of funds to the left to learn more.

Giving Options

WAYS TO GIVE NOW:
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• Cash – Gifts of cash are the simplest and most convenient way to give.  Just write a check payable to the Warren County Foundation.  Gifts of cash are deductible up to 50% of your Adjusted Gross Income.  Any excess deduction can be carried over and deducted for up to five additional years.
• Appreciated Securities – When stocks or mutual funds held for more than one year are given, you can deduct the full fair market value as a charitable contribution, thus avoiding capital gains tax on the appreciation.  Gifts are deductible up to 30% of your Adjusted Gross Income.  Any excess deduction can be carried over for up to five additional years.
• Real Estate – Gifts of real estate, such as your home, farm or vacation property are considered equal to the appraised value, and are deductible up to 30% of your Adjusted Gross Income.  Any excess deduction can be carried over for up to five additional years.  Plus, you avoid paying capital gains tax on the appreciated value.  Real estate that is donated will be sold by the Foundation, or donors have the option of living in their home through a Life Estate arrangement.

WAYS TO GIVE IN THE FUTURE:
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• Bequests by Will – Including a charitable bequest in your will is a simple way to make a lasting gift to a cause that is important to you.  The Foundation will help you establish a special fund that becomes your personal legacy of giving.  Several types of bequests are available to you, including designating a dollar amount, a percentage of your estate, or the remaining property after all other obligations are fulfilled.
• Life Insurance – Gifting a life insurance policy you no longer need is an inexpensive way to make significant charitable contribution.  You earn an immediate tax deduction approximately equal to the policy’s replacement cost or current cash value.  Any additional premiums you pay are also tax deductible.
• Retirement Plan Assets – A gift of an individual retirement account, IRA or 401(k), can be made by naming the Warren County Foundation as a beneficiary or contingent beneficiary of the total amount, a percentage of the total, or a set amount of money.  Gifts of retirement plan assets avoid income tax (on income in respect of a decedent) that would be applicable to every dollar that comes out of such plans.  Estate tax would also be avoided.  Since income and estate taxes can combine to take a large percentage of the value of a retirement plan, these assets are one of the best to use in making a charitable gift from an estate.

The Foundation staff will be happy to meet with you and your financial advisors regarding other available options for current and future giving.