Your Philanthropic Partner

Partner with the Portage Foundation to guide clients through the charitable giving process. Attorneys, accountants, financial advisors and investment professionals utilize our charitable planning experience and deep knowledge of the area to help clients fulfill their charitable goals for the community they love.

We work with you to create the greatest financial impact and meaningful philanthropic experience for your clients.

As a Professional Advisor, you’re in a unique position to not only help your clients find ways of creating the greatest impact for their philanthropic needs, but you also have the power to promote profound change in the region. Whether your expertise is in wealth management, retirement, estate or tax planning, the Portage Foundation is your experienced, local philanthropic partner.

Let us help you bring charitable solutions to your clients.

Charitable options for your clients

Customized Giving Plans

We structure charitable funds tailored to meet your clients’ needs and achieve their charitable goals. Clients may give grants locally, nationally or internationally to any nonprofit that is a 501(c)(3) organization.

Tax-Efficient Strategies

We offer giving vehicles designed to qualify for the maximum tax deductibility plus other advantages not available to private foundations. Clients can lock in an immediate tax deduction by contributing to a Donor Advised Fund, yet distribute the money, which grows tax-free, to their chosen charity or charities over time.

Asset Growth

Through superior investment management of charitable funds, the Portage Foundation works to preserve and grow your clients’ funds to ensure sustainable giving today, tomorrow and beyond their lifetime.

Privacy

Unlike private foundations, which require an annual report that discloses personal information on board members, grant recipients, and other information, Donor Advised Fund grants are made in the name of the managing charity, protecting the identities of the underlying donors.

Local Impact

The Portage Foundation is a trusted resource with local connections to respected organizations across Portage County. You can be confident that your clients’ contributions will make an impact.

The Charitable IRA Rollover

Making it Easy to Give Where You Live

If you are 70 ½ and older, you can use your individual retirement account (IRA) to support your charitable giving through the Portage Foundation. This simple, tax-wise tool provides a way to take your required minimum distribution, skip the tax and make meaningful gifts to support the causes you care about.

Empower Your Charitable Legacy

You can multiply your impact by establishing a fund at the Portage Foundation to support the causes you care about through your IRA qualified charitable distribution. A designated charitable giving fund can provide support to selected organizations immediately or over time. You can also choose to make an IRA distribution to an existing nonprofit endowment at the Portage Foundation.

Maximum Your Impact While Minimizing Your Taxes.

Avoid taxes on transfers of up to $105,000 from your IRA to support causes you care about.
Satisfy some or all of your required minimum distribution for the year.
Reduce your taxable income, even if you do not itemize deductions.
Make a gift that is not subject to the deduction limits on charitable gifts.