Donor-Advised Funds

 

Donor advised funds are established by families and individuals who wish to actively participate in the grant-making process.  It’s simple, you make a contribution and open a special fund in honor of your family, a loved one or a group you wish to honor.  Working with the Longmont Community Foundation you stay involved in the process – recommending agencies and programs you would like to support. 

The story of the South Family below illustrates how the creation of a donor advised fund can arise from modest involvement in Longmont Legacy.  Though they did not have the resources to make a large one-time gift, the South’s became involved in Longmont Legacy and eventually opened a donor advised fund so members of their family can stay actively involved in helping the community.  The South’s remain committed to building their fund annually as part of their year-end giving plan as well as for tax reasons.

 

John and Martha South "We started our Family Fund with the idea that we wanted our "Legacy" to our kids and grandkids and beyond to be more than just a modest monetary bequest.  We believe that the most important thing we can provide to our family is a tradition and heritage that helps them build character and to lead productive and meaningful lives.

One aspect of such a heritage is caring for others who are less fortunate, and the South Family Fund will serve as a vehicle to get everyone in the family involved in philanthropy.  Coupled with a strong spiritual faith, we believe nothing is more meaningful than active involvement in philanthropy."  - John and Martha South


  Below is a list of the generous families and individuals who have created Donor Advised Funds that support agencies and programs in our community.

 

  • Howard & Mary Allen Fund
  • William & Nancy Berry Family Charitable Fund
  •  Brock Award Fund
  • Thomas P. & Betty Lou Brock Fund
  • Chapman Family Fund
  • Lynn & Helen Clark Fund
  • Flanders Family Fund
  • Wade G. & Lorena Gaddis Family Fund
  • The Golden Fund
  • R. & S. Golden Family Fund
  • Hall Family Fund
  • The Steven Holmes Fund
  • The Troy Hozempa Fund
  • Huffman Family Fund
  • Janice James Fund
  • The Bud & Ruth Johnson Family Fund
  • Ken & Karen Kanemoto Family Fund
  • Ray Lanyon Fund
  • The Lehman Fund
  • Connie Coffield & Ed Lehman Community Cares Fund
  • Longmont Community Endowment Fund (LINK to Longmont Community Endowment)
  • Longmont Legacy Fund
  • Longmont Rotary Charity Fund
  • The David and Rose Macy Family Fund
  • McCarty Charitable Fund
  • Mead Area Community Foundation
  • Mead Area Developers and Builders Fund
  • Charles E. & Carol J. Miller Family Fund
  • Nobs4 Fund
  • Floyd & Katherine Oliver Fund
  • Susan Pratt Endowment Fund
  • The Rademacher Family Fund
  • Delbert I. & Dorothe W. Reddington Fund
  • Raymond & Mildred Sarchet Family Fund
  • Jared Sekich Fund
  • The Sherrod Family Church Fund
  • South Family Fund
  • Stacey Family Fund
  • The Sullivan Fund
  • Triton Fund
  • The Wiser Family Fund