Assets We Accept

Did you know you can establish or add to a fund with any of the following?

  • Pre-IPO, privately held and closely held stock
  • Partnership interests
  • Interest in mutual funds
  • Tangible personal property
  • Royalties and distribution rights
  • Promissory notes
  • Real estate and retained life estates

We recommend you consult with your financial or legal advisor to identify the optimum asset for your personal situation.  Please contact the community foundation prior to initiating your gift so we can be prepared to assist you the moment you are ready to open or add to your fund.