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.
PRIVATE FOUNDATION ASSETS
LIFE INSURANCE POLICIES
CHARITABLE LEAD TRUSTS
CHARITABLE REMAINDER TRUSTS
CHARITABLE GIFT ANNUITIES
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 (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.
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.
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
for endowed funds
Recommend a change in the investment portfolio for a Long-Term Fund you advise
(change window is open until May 31, 2022)
Though our partnership with investment advisor, Fund Evaluation Group, LLC, our Finance and Investment Committee has excellent data, tools and advice available to steward investments for the long term benefit of the Foundation and its donors. Through our access to Fund Evaluations Group's world-class investment managers and strategies, we can ensure assets are invested prudently, allowing for grants to be made to address current community needs while preservng and increasing assets for future generations.
Long-term Investment Portfolio
The Long-term Investment Portfolio is designed to be long-term in nature and capital appreciation is the primary objective. The Long-term investment portfolio is suitable for those with a perpetual time horizon and a goal of sustaining principal for at least 10 years. This Portfolio invests globally in publicly-traded securities and is for those willing to be exposed to market risk.
Long-term ESG Investment Portfolio - Responsive Investing Pool
The Long-term ESG Investment Portfolio is designed to be long-term in nature with expected risk and return similar to the Long-term Investment Portfolio. It is suitable for those with a perpetual time horizon and a goal of sustaining principal for at least 10 years. This portfolio invests globally in publicly-traded securities and is for those willing to be exposed to market risk.
In addition to financial analysis, the Long-term ESG Portfolio considers environment, social and governance (ESG) factors in an effort to reduce risk, enhance enterprise value, and benefit society. These are holistic criteria for a company's operations and can include:
-- How a company performs as a steward of nature
-- How a company manages relationships with suppliers, customers and communtiies where it operates
-- How executive pay, audits, employee satisfaction, internal controls, shareholder rights, etc. impacts corporate leadership and vision
More information on the ESG Investment option
St. Croix Valley Foundation Gift and Fund Acceptance Policies
Are Available Upon Request