Philanthropy
Your Philanthropy. Your Way. For Your Community
By DONATING to St. Croix Valley Foundation, or one of our affiliated community foundations, your gift gets reinvested in your community.
As local funding priorities and needs change, the St. Croix Valley Foundation can respond.
There are so many ways people invest in their communities.
Contact Heather Logelin to discuss the many giving options available to you.
OUTRIGHT GIFTS
APPRECIATED PROPERTY
PRIVATE FOUNDATION ASSETS
STOCKS
BEQUESTS
LIFE INSURANCE POLICIES
CHARITABLE LEAD TRUSTS
CHARITABLE REMAINDER TRUSTS
CHARITABLE GIFT ANNUITIES
Funding Options
Give To Your Local Community Foundation
Gifts to one of our ten affiliated community foundations directly support local grantmaking and programs impacting your home town.
Field of Interest Funds
You can designate your gift for specific grantmaking areas (the environment, music education, health and wellness, the arts, etc.). Board and community members ensure your dollars work hard to advance opportunities and programs within your area of interest.
Donor Advised Funds
By establishing a Donor Advised Fund, you essentially establish an individual, family or business foundation within SCVF. This offers tax advantages and a long-term plan for your philanthropic intentions.
Fund Holders utilize this GRANT RECOMMENDATION FORM to make disbursements from the fund to nonprofit organizations.
Designated Funds
Interested in regularly supporting specific nonprofit organizations, for several years or forever? A Designated Fund makes your annual giving easy and automatic – until you decide differently.
Scholarship Funds
St. Croix Valley Foundation has helped hundreds of donors establish scholarship programs. Each one is unique, and each scholarship fulfills a heartfelt legacy in support of educational advancement.
Nonprofit organizations establish funds to take advantage of SCVF expertise in accepting complex gifts, investment protocols, and economies of scale, which create a long-term funding source for their programs, capital or operating needs. RECOMMEND A DISBURSEMENT FROM YOUR FUND
Investment Options
Recommend a change in the investment portfolio for the Fund you advise.
(change window for Short-Term Funds is open until August 31, 2022)
Donors expect the St. Croix Valley Foundation (SCVF) to manage assets carefully, to meet their philanthropic goals today and into the future. Assets are prudently invested to ensure grants can be made to address current community needs, while also preserving and increasing assets for future generations. Investments are monitored by our Finance and Investment Committee, which works closely with an investment advisor specializing in nonprofit investments.
For advisors of Long-Term Endowed Funds, the ESG investment pool is an option.
ESG references:
Environmental considerations
-- How a company performs as a steward of nature
Social considerations
-- How a company manages relationships with suppliers, customers and communties where it operates
Governance considerations
-- How executive pay, audits, employee satisfaction, internal controls, shareholder rights, etc. impacts corporate leadership and vision
St. Croix Valley Foundation Gift and Fund Acceptance Policies
Are Available Upon Request