Giving & Planning

Whether you are looking to simplify and organize your giving today, or planning for the future, we have the team and the options to help maximize your charitable giving.

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Philanthropy by Design

What do you want your philanthropy to look like? Do you want to be spontaneous with your giving, or is long-term planning more of your style? Do you have a passion for one area of need, or are your interests many and varied? We help you do philanthropy your way, with our expertise and connections. Let's work together to design your perfect plan.

Investment Strategies

Learn about our investment options to maximize your charitable giving.

Professional Advisors

We are here to help you help your clients. With in-depth knowledge of charitable giving strategies, we are your professional resource.

We Help You Simplify, Organize and Maximize Your Philanthropy

Endow Kentucky Tax Credit

Did you know Kentucky offers a tax credit to incentivize philanthropy throughout the Commonwealth? Donors can make a long-term investment in their communities or favorite nonprofits by contributing to a permanently endowed fund at a community foundation and receive a tax credit in the process.

Funding Partnership Opportunities for Donors

Invest alongside of us to do more than you ever thought possible to make a difference in our community. Contact us to learn about these and other exciting opportunities.

Beyond grantmaking, Impact Investing is a way to deploy charitable capital in a way that generates a financial and tangible social benefit to the community. You recycle at home, why not recycle your charitable capital as well?

2014 was the debut of Give Local Louisville, an online “Give Day” that raised $1.89 million for local nonprofits. Help us make 2015 an even greater success by contributing to our “Match Pool” which augments the money raised by the participating nonprofits.

Join us as a funding partner for our Fund for Louisville capacity building grants program to help local nonprofits’ ability to achieve their mission, operate more effectively and build long-term stability.

Questions about giving and planning?

Mike Schultz
Mike Schultz »
Vice President, Development & Stewardship