Donor Funding Options as Diverse as Our Community
When it comes to donor funding options offered through the Portage Foundation, there are many differences but one thing is constant: the impact will be felt today and well into the future.
Whether you are supporting an existing fund, looking to create your own endowed fund, or looking ahead for estate planning needs, look to the Portage Foundation.
Our assets are invested in a diversified portfolio, consisting primarily of equities, fixed income, and cash equivalents, which is conducive to participation in a rising market while allowing for adequate protection in a falling market.
Our Investment & Finance Committee meets with PNC, our investment manager, on a quarterly basis to review asset allocation and performance. You can find more information in our Endowment Investment Objectives and Policy Statement which is available on our website; this document is reviewed and approved by the Investment & Finance Committee annually.
give now
Support current Foundation Funds in one of nine funding priority areas
Ready to accept Tax-Deductible Gifts
Array of Areas to Match Your Interests
Expanded Impact
Areas of Greatest Needs for Community
Great for Individuals, Families & Businesses
Create A Fund
Maximize Tax-Saving Opportunities to Create a Personal Giving Legacy
Easy to Set Up Funding Agreement
Maximize Tax-Savings Benefits
Wide Range of Funding Options
Determine Level of Involvement
Ability to Target Support for Causes that Matter Most to You
Plan for future
Thoughtful Estate Planning to Leave a Legacy of Caring
Plan Now for Lasting Legacy Using Varity of Possible Funding Options
Charitable Bequest
Charitable Remainder Trust
Life Insurance
Retirement Fund Assets
The Charitable IRA Rollover
Making it Easy to Give
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.
Expendable DAFs for Maximum Flexibility
A Donor Advised Fund (DAF) is a smart and flexible way to support the causes you care about while enjoying tax benefits and simplifying your charitable giving. An expendable DAF (eDAF) allows you to direct 100% of the fund’s value to nonprofit organizations that matter to you.
- Streamlined Giving: Take advantage of a single source for all your charitable contributions, reducing record keeping and simplifying tax preparation.
- Tax Efficiency: Contribute to your DAF and receive an immediate tax deduction, while making grants to your chosen nonprofits on your timeline.
- Maximize Impact: Donate appreciated assets to maximize the value of your contributions, benefiting multiple organizations over time.
- Flexible Grants: Recommend grants starting at $100 to qualified charities, houses of worship, or other nonprofits.
- Easy Access: Submit grant recommendations online or by mail at any time.
Compliance and Stewardship
We handle the research and ensure all grants meet IRS requirements, so you can focus on making an impact.
Plan for the Future
Choose to create your DAF as either an expendable or endowed fund. You can even designate successor advisors to continue your charitable legacy when you are no longer able to recommend grants.
Ready to make giving easier and more impactful? Start your expendable Donor Advised Fund today and create lasting change for the causes you care about most!
Your legacy, OUR mission.
Create a lasting impact on your most cherished causes while gaining tax benefits for yourself. Contact us today and help build a brighter future.