Resources

The FM Area Foundation is grateful for the opportunity to work with you to help your clients find the most meaningful ways to give to our community. We are a resource for the information and tools you need as you visit with your clients about charitable giving.

Stock Contributions

Contributing through stock transfers is a very simple process. Just contact us for directions on getting started.

Samples and Agreements

Ways to Give - A Comparison

  Starting a Donor-Advised Fund at the FM Area Foundation (FMAF) Starting a Private Foundation Giving Directly to a Favorite Charity
View the complete list of comparisons PDF
Initial Gift Minimum $5,000 with intention to build to $25,000 within five years $5-$10 million recommended None
Administrative Support Provided by FMAF professional staff None, must hire private foundation staff N/A
Tax Deduction Limits for Gifts of Cash* 50% of adjusted gross income 30% of adjusted gross income 50% of adjusted gross income
Tax Deduction Limits for Gifts of Stock or Real Property* 30% of adjusted gross income 20% of adjusted gross income 30% of adjusted gross income
Required Payout None Must expend 5% of net assets value annually N/A

*Any unused deductions may be carried forward up to five (5) additional years