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 (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.

Agency Funds

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
for endowed funds

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.

 

Traditional Pool Investing

Traditional pool investing is designed to be long-term in nature and capital appreciation is the primary objective. The Traditional Pool is suitable for those with a perpetual time horizon and a goal of sustaining principal for at least 10 years. This Pool invests globally in publicly-traded securites and is for those willing to be exposed to market risk.

 

ESG - Responsive Investing Pool

The ESG Pool is designed to be long-term in nature with expected risk and return similar to the Traditional Pool.  It is suitable for those with a perpetual time horizon and a goal of sustaining principal for at least 10  years. This pool invests globally in publicly-traded securities and is for those willing to be exposed to market risk.

In addition to financial analysis, the ESG Pool 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:         

 

Environmental considerations

       -- How a company performs as a steward of nature

Social considerations

       -- How a company manages relationships with suppliers, customers and communtiies where it operates

Governance considerations

       -- 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