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grow your giving...
for the valley. for good.

By establishing a fund with St. Croix Valley Foundation or one of our local affiliated community foundations, your gift gets reinvested in your community. Learn more about the types of funds we offer below.

Types of Funds

Unrestricted Funds

Unrestricted funds are flexible. They aren’t tied to any specific purpose, so that the St. Croix Valley Foundation (SCVF) board can use them for whatever needs arise in our communities. From urgent needs like COVID-19 or flood damage, to seizing new and transformative opportunities, unrestricted funds allow SCVF to adapt and respond quickly.

Investment Options

Endowed Funds

An endowment is permanent and provides perpetual income for the organization, program, or purpose for which it was established. Contributions to an endowed fund are invested, and part of the earnings can be granted as a “spendable” each year. (It’s important to note that not all of the earnings are granted, so that in years when the market performs poorly, a spendable is still available for granting.) SCVF’s policy aims to ensure that earnings on endowed funds cover investment expenses, spendables, and growth for inflation.

GIFTS WE ACCEPT

OUTRIGHT GIFTS

APPRECIATED PROPERTY

PRIVATE FOUNDATION ASSETS

STOCKS

BEQUESTS

IRA DISTRIBUTIONS
LIFE INSURANCE POLICIES

CHARITABLE LEAD TRUSTS

CHARITABLE REMAINDER TRUSTS

CHARITABLE GIFT ANNUITIES

IN-KIND DONATIONS

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Donation delivery instructions for stocks, bonds and more can be found here.

We also offer a special stock donation opportunity for Andersen shareholders.

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St. Croix Valley Foundation manages assets carefully to help donors 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. Learn more about investment options we offer.

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cURRENT DONORS: 
Note that you can recommend a change in the investment portfolio for the fund(s) you advise during the spring enrollment period. 

Use the Grant Disbursement Form to recommend a grant from your fund today.
Donor Stories

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Understanding the types of funds we offer can feel overwhelming, but we try to keep things simple. Learn from other donors about the ways they have utilized SCVF's investment options to create the charitable solutions that worked best for them. 

SOCIALLY RESPONSIBLE INVESTING

 

One way we offer flexibility for advisors of long-term endowed funds is by offering an ESG investment pool. ESG references Environmental, Social, and Governance (ESG) considerations. 

MORE OPTIONS FOR YOU

 

We offer a variety of options to meet your needs, including four different investment pools. We can help guide you through the process of selecting the investment pool that best aligns with your grantmaking timeline. 

LET'S TALK!
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We're here to help find a giving solution that's right for you and to guide you through the process. 

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Call President & CEO Heather Logelin today at 715-386-9490.

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The St. Croix Valley Foundation will provide the following  upon request:

  • Gift and Fund Acceptance Policies

  • Donor Privacy and Confidentiality Policies

  • NOTE: Annual Reports, IRS Form 990s, and financial summaries are available HERE

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