Services and Resources

Whether you need handouts for your clients or information for your own use, we have compiled a helpful Professional Advisors Services and Resources list for your easy access.

Giving Vehicles

Donor Advised Funds offer you and your family a flexible, efficient way to manage giving with superior tax advantages.

Designated Funds support nonprofit organizations designated by the donor, often in perpetuity.

Scholarship Funds support students by providing educational grants, with the ability to designate specific academic disciplines, institutions or eligibility criteria.

Custom Services support the strategic, grantmaking and governance needs of large funds, subsidiary foundations and private foundations.

Charitable Trusts, such as charitable remainder trusts and charitable lead trusts, are carefully planned, efficient ways for income and assets to be distributed over time to you, your beneficiaries and designated charitable organizations.

Community Impact Funds provide permanent, strategic support for key causes in our community. Donors can entrust a gift to a fund that aligns with their values, leveraging the SouthCoast Community Foundation’s knowledge of grantmaking and local issues to make a meaningful investment in our community’s future.

Gifts of Business Interests allow you to give interests in LLCs, limited partnerships or closely held business interests, supporting the causes you value and reducing your tax liability while retaining control of your business.

Gifts of Real Property allow individuals and investors to make gifts of real estate, maximizing charitable impact while taking advantage of substantial tax benefits.

For more information please contact kheard@southcoastcf.org

Financial Information

Administrative Fee Schedules: Each fund held by the SouthCoast Community Foundation is subject to the following fees:

Administrative Fee: The administration fee is set by the Board Director and supports the SouthCoast Community Foundation’s work in managing the fund. The fee includes financial management, grantmaking series, annual tax reporting and filing, and other costs associated with fund administration. Fees are charged monthly.

Annual Minimum Fees are prorated each month and the monthly charge is based on the greater of the Annual Minimum Fee proration or the fee based on the current market value of the fund.

Funds That Fundraise: There will be no fees for fundraising events/activities for which the net
proceeds are given to the SouthCoast Community Foundation as one contribution to the Fund. When the SouthCoast Community Foundation is responsible for handling income and expenses, managing and acknowledging individual sponsorships and donations, etc.

Note: The SouthCoast Community Foundation reserves the right to charge a fund for extraordinary legal or administrative expenses associated with the creation or maintenance of the fund. Furthermore, the President of the SouthCoast Community Foundation reserves the right to negotiate fees with donors in extraordinary circumstances.

Investment Management Expense: Each fund is subject to a fee for investment management.
These fees are based on the market value of the funds under management and over the past year these fees have averaged about 70 basis points. Fund investment performance is reported net of fees.

For a detailed explanation of our fee policy and schedules, click below.

We accept a wide array of assets, including appreciated stock, real property and closely held business interests, to help your clients achieve their charitable goals. 

For more information please contact kheard@southcoastcf.org

Investment Performance

The Fund’s investment objective is to preserve its purchasing power while providing a continuing and stable funding source to support the current and future mission of the SouthCoast Community Foundation.

For more information please contact kheard@southcoastcf.org