Here at the Foundation, our top goal is to make your grant dollars count so all in our community have the opportunity to thrive! How can you help us? One way is to note these grantmaking “do’s and don’ts” so your support can make an immediate and impactful difference! Here are some helpful hints!

First things first! Grants may not be recommended from a fund to:

  • Support activities which are not “charitable” as defined by the IRS, including political contributions or political campaigns
  • Non-operating private foundations, or to certain fraternal and civic organizations (e.g., Chambers of Commerce, Rotary, Kiwanis, or Lions Clubs)
  • Provide funding directly to any individual(s) or that provide private benefit to any individual(s)
  • Purchase benefit gala tickets, goods at a charitable auction, fundraising dinners, or tournaments
  • Satisfy a legally-binding pledge
  • Satisfy a loan, pay compensation, dues, membership fees, expense reimbursements or payments or similar payments to donors, advisors or related parties

Donors, advisors, and related parties are prohibited from receiving tangible or incidental benefits as the result of the grant from the fund. In the case of the prohibited grants listed above, splitting payment of a prohibited expenditure, like benefit gala tickets, in order to pay the tax-deductible portion from the Fund and the portion which is not tax-deductible from personal sources, is not permitted under Foundation policies.

What else?

Grants are processed weekly unless otherwise noted. The deadline for grants will be changing from 12 PM on Tuesday to 11:59 PM on Sunday. This  means that grant recommendations received by this time each week will be processed in the same week barring issues in due diligence. This new deadline will be effective beginning February 1st. Please observe all deadline notifications, particularly at year-end.

Fundholders may not pick up/deliver grant checks to organizations. All checks are mailed directly to approved non-profit organizations.

There’s more!

Your fund liaison stands ready to assist with general fund maintenance, grantmaking, succession planning, and more. We can also assist in connecting you to non-profits, engagement through events and learning opportunities, family philanthropy resources, and our community programs. Contact Donor Services at [email protected] or at 919-474-8363 to schedule an appointment!

And as always, the easiest, preferred, and most convenient way for you to submit grant recommendations (and also to see when they are processed) is online via DonorCentral.