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Help clients elevate their giving

Whether your client has a clear philanthropic path or is just starting to chart their course, we’ve got a Fund type to meet their needs and expert staff to help them make an impact.

Donor Advised Funds for active grantmaking

Personal service, NVCF expertise, and professional management make donor advised funds the go-to choice for many givers. Donors recommend grants to organizations they care about, and we take care of the rest.  Based on donors’ areas of interest we can help them amplify their impact with suggestions of vetted Napa Valley nonprofits and emerging needs.

Starting at a threshold of $25,000, donor advised funds offer immediate tax-deductibility and can be added to at any time, including through their estate.

Download our Donor Advised Fund Brochure (need to create – for them to give to clients)

LINKS to ADD – Total 4

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Donor Stories (need to create)

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Scholarship Funds to Invest in Youth

Education and economic opportunity are the greatest gifts of all. For more than 25 years, we’ve been Napa Valley’s scholarship experts, helping donors create Funds with lasting impact for students. Donors set the purpose and award criteria with the personal help of our staff. We manage a seamless online application process, insightful selection committee, and timely disbursement, as well as prudent investment and compliance management.

Download our Scholarship Brochure (need to create – for them to give to clients)

LINKS to ADD – 4 total

FAQs

Scholarship Examples

Scholarship Stories (need to create)

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Legacy Giving

Many people wish to leave a legacy and create lasting support for the Foundation or for organizations and causes that are near and dear to their hearts.  Partnering with you, we can help create gift plans that reflect your client’s interests and reduce tax liability.  At Napa Valley Community Foundation, we operate on a timeline of “forever”, providing expert investment management and Fund administration in perpetuity.

Download our Legacy Society Brochure (need to create – for them to give to clients)

LINKS TO ADD – 4 total

FAQ’s – include Giving Vehicles (IRA, Annuity, etc etc)

Donor Stories (need to create)

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“The scholarship fund I established at NVCF is helping to shape young lives, which is very gratifying. I described the kind of students I was hoping to support, and NVCF took care of everything else – like guidelines, applications, and legal and tax issues.”

Lydia Kohler, Fundholder

Lydia Kohler and students

“We make a living by what we get. We make a life by what we give. Winston Churchill

What is a Community Foundation?

We know you might not know, and that’s ok.
Click the “learn more” link to tuck into the details.

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