Donor Services

The Community Foundation for Montgomery County is your partner in philanthropy. Our professional staff works closely with you to ensure that you are a satisfied donor.

In partnership with our donors, The Community Foundation awards millions in grants and contributions to a broad range of charitable organizations in our community each year.

The majority of our donor services are customized to your particular interests and style; however, we also provide a wide range of learning opportunities and publications to help you make informed giving choices.


 

Donor Central
Donor Central lets you access your up-to-date fund balance and fund activity online.  SuggestionCentral enables you to submit your grant suggestions to us electronically.  If you already have a user ID and password, go directly to
Donor Central here


 

Quarterly Financial Reporting
You will receive a quarterly financial report on the investment returns and grantmaking activity of your fund. We maintain a complete history of your grantmaking in the Foundation’s comprehensive database and a hard copy of this history in your file. By managing the accounting and record-keeping for your fund, this relieves you of administrative tasks and reporting to the IRS.


Learning Opportunities

Donor Salons
Provide an opportunity to share best practices in philanthropy, examine trends, look at what local nonprofits are doing to address regional issues, and explore funding opportunities. They also provide you with a forum for networking with other donors who share your interests.


Donor Orientations
Are another way for you to meet and mingle with The Community Foundation staff and other new donors while learning more about the latest community needs and the Foundation’s efforts to serve you.


Donor Stories
Offer inspirational articles sparked by donors and their philanthropy. These stimulating stories offer new perspectives on how donors are working to strengthen their communities.


Family Philanthropy
A in-depth resource provided to our donors by special arrangement with the National Center for Family Philanthropy.


Annual Report
Highlights The Community Foundation’s donors, activities, fiscal management and grants for the year.


Making Connections
Monthly e-newsletter with informative articles on important issues, donor stories, updates on our regional affiliate foundations, and upcoming events to mark on your calendar.


 


Assurance
The Community Foundation verifies all grant distributions through a due diligence process to ensure the recommended nonprofit is registered as a public charity under Section 501(c)(3) of the Internal Revenue Code.


Donor Recognition or Anonymity
When gifts are made to organizations through your fund at The Community Foundation for Montgomery County, an award letter is sent to the nonprofit which gives recognition for your gift. However, if you wish to remain anonymous you can do so, and The Community Foundation can ensure that your identity is kept confidential.



Professional Investment Management
An increasing number of individuals and organizations are learning how valuable The Community Foundation can be as a philanthropic partner, and consequently, the Foundation’s assets are growing rapidly. Our expertise will enable you to concentrate on your philanthropic goals while making the most of your investments.


Fund Administration and Reporting
Your investment in The Community Foundation for Montgomery County is vital to our community. Our goal to manage all funds with the highest standards of accountability and stewardship is taken seriously. An annual audit is conducted and an additional independent committee of professionals review the results.