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Archive for Donor Advised Funds

5 Questions with Stu: Lynne Howard and Don Brown, Founders of the Howard-Brown Family Fund at the DCF

Posted by Stuart Comstock-Gay 
· Monday, March 2nd, 2020 
· No Comments

It’s time for our first two-fer here on 5Qs – with Lynne Howard and Don Brown.

Lynne, a former government employee for the city (including a stint as chief of staff for the council),  county (including time as Chief HR officer), and state (advisor on family issues for Gov. Carper); treasurer for the campaigns of Congresswoman Lisa Blunt Rochester; consultant; longtime volunteer (including many years with the Christina Cultural Arts Center); and philanthropist/donor.  Don, former assistant county attorney for New Castle County; former Chief Deputy AG for the state of Delaware; former Corporate Counsel for Dupont (16 years); pro bono counsel for low-income Delawareans; volunteer with DCF’s grants and scholarships committees; and philanthropist/donor.  

I admire these people greatly, not just for their accomplishments, but for their decency and friendship. And for their commitment to giving back.  Enjoy.

1. What first motivated you to get involved in philanthropy?

We were both raised in families that valued being engaged in community, educational, faith-based work, political issues and action. Our parents modeled these values, and we were taught to give of our time, talents and resources, however small, for the betterment of others to make a difference in our communities.

Lynne attended a college that taught about and valued giving to support those in need or to make a change in a community condition. She attended college in Atlanta, in the home base of Dr. Martin Luther King, Jr.’s work was an environment of community action and social justice, and that has remained with her to this day. Service to others was also a theme in Don’s college and early career as well.

2. What community endeavors are you proudest to support or engage in?

Areas of interest: education, childcare, arts, affordable housing, access to justice, and community health.

Organizations:

1. Christina Cultural Arts Center
2. Wilmington HOPE Commission
3. Mitchell Center for African American Heritage
4. Delaware Volunteer Legal Services
5. Children & Families First
6. Center for Educational Equity and Public Policy

3. Where do you see the greatest potential for philanthropy to drive change in Delaware?

Filling the gaps and complementing the work and financing where government and other funding support is just not adequate to make a sufficient difference. Philanthropy, in addition to providing needed resources to meet community needs, can also be a catalyst to inspire others to understand the gaps and needs and to step up with whatever they can bring to the table for the betterment of their community,

Philanthropy can also support bringing best practice experts to our community to enhance local work, research and advocacy already happening, thus moving action and improvements forward at a faster pace.

4. What is the biggest lesson you’ve learned through your work in philanthropy?

Effective and meaningful contributions need not always be financial. Giving can include the giving of time and talent in areas such as planning, strategic guidance, staff encouragement, mentoring, outreach, advocacy and supplementing an organization’s limited staff and resources

All should recognize that philanthropy happens in both small and large ways. A small organization can have just as major a need for a new printer as another might have for a new roof. It’s a matter of perspective. People often think that philanthropy means having lots of money to give. That truly does not have to be the case. All have something to give, time, talent or treasures. We all need to find a way to get that message out more effectively.

5. How does your philanthropy contribute to expanding opportunity for people in Delaware?

We select causes and organizations focused on making a demonstrated difference each day in their service mission. A good project, well-conceived and carried out, attacks urgent needs and delivers clear results while constantly assessing and improving programs. A top-notch organization sets the area of focus and constantly assesses the effectiveness of results and stays in close touch with its customers and clients.

We particularly look at organizations that serve the truly under-served sectors of our community and the diversity of our community, not just on paper but in reality.

 

ABOUT 5Q with Stu:  This series is a chance to highlight philanthropists who are helping to keep Delaware a great place, and to make it better. 

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Episode 6: Diane Laird and the Downtown Dover Partnership

Posted by Stuart Comstock-Gay 
· Friday, February 21st, 2020 
· No Comments

For over twenty years, Diane Laird led Delaware’s Main Street Program – a program that focuses on what downtowns can do to become healthier, more welcoming, and more robust. And for the past year and a half, she’s been the Executive Director of the Downtown Dover Partnership.  It’s an important program that works to make downtown Dover a great place to be. Diane is our guest on this week’s podcast. 

Diane makes clear that success in her work needs to involve anybody and everybody.  “Our partners are anybody that I could lay eyes on truly because I really consider anybody that has an investment of any kind in the Downtown to be a potential partner, because they’re part of the future. They should be part of the planning for the future.”

And she is clear that the small size of Delaware makes it possible to do much more than elsewhere.  “When I would travel to National Conference and talk with my fellow coordinators and the Texas coordinator would have to take planes to visit her city, her cities and towns in Texas and I can drive top to bottom and side to side. I guess there’s something about the close connections and the quickness of getting things done. I mean, there are certainly challenges as everywhere, but there is an opportunity to do things a little more quickly and maybe even get recognized, towns or people getting recognized on a statewide level that you wouldn’t necessarily have in Texas.”

Check it out.

 

Headshots of Bart Dalton and Tony Lunger

Building a Legacy of Giving: Bart Dalton & Tony Lunger

Posted by Rebecca Klug 
· Tuesday, January 21st, 2020 
· No Comments

When your financial goals include philanthropy, the Delaware Community Foundation can help you make your charitable giving simple, joyful and powerful. This includes helping your trusted financial advisor help you.

Recently, Tony Lunger, market manager for Delaware Wilmington Trust Wealth Advisory Services, and his client Bart Dalton, Esq. began working with the DCF to maximize Dalton’s philanthropic impact. We sat down with them to talk about their experience with the DCF.

Defining a Strategy for Giving

When Dalton decided to increase his giving and to give more strategically, Lunger pointed him to the DCF.

“There are lots of hurdles to be met with private foundations,” Lunger said, “which is why Wilmington Trust has a whole group that does foundation administration. It’s complicated, especially the taxes. A donor advised fund seemed to be the best fit for what Bart was trying to accomplish.”

A donor advised fund at the DCF includes all record keeping and accounting, various investment options, and access to a wealth of community and grantmaking expertise.

“The DCF is a prominent institution in this community,” Lunger said. “I consider the DCF to be synonymous with donor advised funds. We know there are others, but the DCF has been doing this for a long time and has a great reputation.”

A Vision for the Future

The donor advised fund Dalton set up at the DCF allows him to support the causes he’s most passionate about, education and criminal justice reform, with grants to Nativity Prep, the Ministry of Caring, the Equal Justice Initiative, the Foundation of the American College of Trial Lawyers, the Beau Biden Foundation and others.

Dalton’s desire to help others reflects the primary reason people give, Lunger said, even outweighing tax deductions. “First and foremost, philanthropy satisfies a basic human impulse to help and to give back.”

Dalton and Lunger agreed that tax benefits are only part of the motivation for giving. “You could just hand the IRS a check and not have any liability,” Dalton said, “but there are so many good people out there who could use just a little bit of help. And it’s a wonderful thing if you’ve been put in a circumstance where you can help things here and there.”

Through the donor advised fund, Dalton said, he gets to have a very hands-on approach to helping others. He appreciates the DCF’s easy-to-use online donor portal, which makes it simple to incorporate his DCF fund into his broader investment strategies.

Establishing a Legacy of Giving

An important part of giving for Dalton is establishing a legacy for future generations of his family. His goal, he said, is to have his three grandchildren sitting around a table together making decisions about the fund he has set up, still involved in helping the community in an ongoing way and understanding what we all get out of philanthropy.

“The DCF works very closely with clients’ advisors,” said Joan Hoge-North, DCF vice president for philanthropy, “and we often partner for the long term to help create a customized plan to help achieve a client’s unique charitable goals, realize tax benefits and maximize impact.”

Find out More!

To learn more about how the DCF can help you enhance your charitable giving, contact Joan Hoge-North at 302.504.5224.

Read a more in-depth version of this article that appeared in Delaware Banker magazine.

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5 Questions with Stu: John Hollis, Founder of the MERIT Program Operating Fund at the DCF

Posted by Stuart Comstock-Gay 
· Monday, January 6th, 2020 
· 1 Comment

John and Linda Hollis at Hollis Park, at the Western Sussex Boys and Girls Club.

What more can we say about John Hollis? If you’ve been involved in community life in Delaware, you already know him, especially if you live in Sussex County, but truly, not only there. John has earned the respect of elected officials, community leaders, philanthropists, the religious community, and so many more.  John is a man of passion, faith and caring…a man who has helped hundreds of young people over dozens of years. His Minority Engineering Regional Incentive Training (MERIT) program has become of the state’s most successful post-secondary prep programs. Starting in 1974, the program has trained a stunning cadre of minority leaders in science and engineering.  His work for the Delaware Community Foundation was formative in strengthening the then-fledgling southern Delaware DCF office. His work in Dover, supporting causes that help strengthen our communities, is well known.  And overall, he’s just a decent and kind man.  Here are some of his thoughts on philanthropy.

Why is philanthropy important to you?
Philanthropy is the reason we are here! Opportunities present themselves in many forms. I like to recall what Johnny Janosik said when we started his fund at the DCF, “If you want to be happy for a day – take a nap. Happy for a week -take a vacation. But to be happy for life – help someone else.”

What first motivated you to get involved in philanthropy?
Being a school administrator and coach, I was asked to lead an effort to build a Boys & Girls Club in Western Sussex. The images of what that facility would provide to our youth was an inspiration that conjured up more than I ever dreamed.

What are the greatest factors influencing your decisions when you consider opportunities you could support?
Our young people and their many challenges and needs, which then expanded to family needs. We are a community and must strive to find the means and ways to make everyone within our community prosper.

What community endeavors are you proudest to support or engage in?
Boys & Girls Club
Points of Lights Mentoring
Home of Hope with Bonnie Wood and many generous supporters
MERIT for 4 plus decades
Chamber Legacy Award
John H. Taylor Leadership in Education Award

Where do you see the greatest potential for philanthropy to drive change in Delaware?
Our “Delaware First Spirit,” our interpersonal connection, the openness of accessibility of our government highlighted by Sussex County Council, our Lt. Governor and Governor, the General Assembly.

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5 Questions with Stu: U.S. Representative Lisa Blunt Rochester, Founder of the GLOW Fund at the DCF

Posted by Stuart Comstock-Gay 
· Tuesday, December 3rd, 2019 
· No Comments

Lisa Blunt Rochester has been serving Delawareans for her entire life.  She was elected Delaware’s U.S. Representative in 2016.  Prior to her election, she served in numerous public roles in Delaware, in the cabinets of two Delaware Governors, and as CEO of the Metropolitan Wilmington Urban League. But her work goes much further.  Her enthusiasm, her passion for Delaware and for Delaware’s youth, and her strong belief in the power of philanthropy, including through her GLOW fund at DCF, make her a natural addition to our 5Q series.  

Why is philanthropy important to you?
Philanthropy is one of the very best aspects of our American way of life. The American people have always been remarkably generous with their resources and have organized and fundraised to make the lives of their fellow citizens better. Philanthropy is important to me for a simple reason – it makes people’s lives better. It not only benefits the recipient – but enriches the soul of the giver as well.

What first motivated you to get involved in philanthropy?
Frankly, it was the same thing that motivated me to run for office in the first place. I saw others in my community that were either mad, sad, or struggling. I have been immensely blessed in my life and like my decision to run for office, decided I had everything to give and nothing to lose. I imagine that my motivation is the same as so many others – it feels good to help others.

Rep. Blunt Rochester meeting with the Kent County Youth Philanthropy Board in the fall of 2018.

Where do you see the greatest potential for philanthropy to drive change in Delaware?
I don’t think there’s any particular limit or scope to the potential for change in Delaware that philanthropy can drive. A philanthropic effort is simply an extension of the desire, will, and generosity of everyday citizens. Whether it be to help drive cancer research, expand social services in the community, or any other worthy endeavor, the beauty of philanthropy is that, so often, it is driven by the will of the citizens.

What is the biggest lesson you’ve learned through your work in philanthropy?
I’m not sure it’s a lesson that I have learned, rather one that has been reaffirmed in my work – the power of community. So often philanthropy is discussed in the context of wealthy individuals. In my experience, however, the power of philanthropy is to bring folks together. The process of finding a cause, rallying support, and ultimately being able to give to that cause is truly rewarding.

How does your philanthropy contribute to expanding opportunity for people in Delaware?
It is my hope that my philanthropy provides a helping hand to Delaware families. In my experience, kindness begets kindness and opportunity begets opportunity. So often it’s the case that folks who are dealt a bad hand simply need a little help. That once they are given a leg up and an opportunity, there’s no limit to what they can accomplish. My goal is to give as many Delawareans that helping hand as I can.

Julia Roque hugging her son

The American Dream in Sussex County

Posted by Stuart Comstock-Gay 
· Wednesday, September 25th, 2019 
· No Comments

Delaware’s Latino population is growing and it’s growing fast. And that’s a good thing.

On Oct. 7, the DCF will be releasing a new report entitled Perspectives on the Latino Population in Sussex County, Delaware.

What we find is encouraging and inspiring. Now exceeding 20,000 people, Sussex County’s vibrant and diverse Latino community is bringing new passion to the belief in the American Dream.

The Roques are building the American Dream.“I raised smart and determined kids who don’t give up,” said Julia Roque, who immigrated from Puerto Rico in the 1970s. “They make me happy.”

Her children are now pursuing careers in communications, the military and nursing. Julia and her family are just one example.

The Sussex County Latino community contributes more than $50 million in tax revenue to Delaware annually. There are more than 800 Latino-owned businesses in the county. Nearly 25% of Sussex County Latinos aged 25 or older have earned college credits – 75% of them are women. They are learning English at breakneck speed, buying homes, holding down jobs, going to school and church, leading local sports leagues, and building community.

This is what America was built on. While many of us are grappling with whether the American Dream is still possible, the Latino community in Sussex County is living it. I’ve long expressed my continued belief in idea of the American Dream. This report gives me even more confidence that it has not vanished.

The report will be posted soon. In the meantime, you can sign up here for the Oct. 7 community conversation in Georgetown, where the report will be discussed.

This report, which was written by Drs. Jennifer Fuqua and April Veness at the University of Delaware, would not be possible without the support of a grant from CFLeads; the partnership and inspiration of Dr. Christine Cannon and the Arsht-Cannon Fund; the community leadership of La Esperanza and La Colectiva; and members of the Sussex County community.

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5 Questions with Stu: Dr. Christine Cannon, Executive Director, Arsht-Cannon Fund

Posted by Stuart Comstock-Gay 
· Tuesday, September 3rd, 2019 
· No Comments

Dr. Christine Cannon has been the executive director of the Arsht-Cannon Fund since its inception in 2004. With careers in nursing and education, nonprofit board leadership, and experience in grantwriting and program development, Christine partners with grantees to achieve the most effective program outcomes and impacts — with a particular focus on Delaware’s Latino community.  Through the inspiration of the Arsht-Cannon Fund (a component fund at the DCF), the DCF overall has increased its attention on these issues as well.

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Why is philanthropy important to me?

For me, philanthropy provides a powerful opportunity to change the lives of Delaware’s Latino families through close partnerships with community leaders, nonprofits, educators, and healthcare providers. At the Arsht-Cannon Fund, our grants fuel a variety of educational opportunities that drive English language acquisition, family literacy, early childhood preparation for kindergarten, year-round learning for English Learners in K-12, college access and graduation, career development, equity-focused educational advocacy and more.

What are the greatest factors influencing your decisions when you consider opportunities you could support?

The greatest factors influencing my funding recommendations include:
(1) Justification of the need for a program
(2) The nonprofit’s capacity to implement a bilingual or bi-cultural program, and to access, engage, recruit and retain Latino participants
(3) Evidence of collaboration between nonprofit partners and the Latino community
(4) The use of data/research-based evidence to develop and monitor the program
(5) Most importantly, the impact of the program

What community endeavors are you proudest to support or engage in?

While I am proud of our 11-year-history of supporting family literacy programs that provide educational support for children while their immigrant parents learn English, I am also proud to advocate for English Learners (ELs). I am a member of the Steering Committee of Education Equity Delaware, which currently advocates for an equitable student funding formula. Involvement with a group of EL advocates, including the Rodel Foundation, resulted in a series of five infographic English Learner Fact Sheets, including Spanish-language versions. The fact sheet series won first place prizes at the Delaware Press Association’s Annual Communications Contest, and at the 2019 National Federation of Press Women’s Annual Communications Contest.

Finally, I am proud to be engaged with a Sussex County-wide collaboration among more than 50 nonprofits who want to grow their capacity to engage with and serve Latino families. Called La Colectiva de Delaware, pilot programs are developing approaches to resource navigation, literacy, youth mentorship, and workforce preparation.

What is the biggest lesson you’ve learned through your work in philanthropy?

I have learned the value of investing time in developing partnerships with, and between, grantees. There is so much to learn from each other, including members of our Latino communities. Latinos engaged in identifying issues important to them are more likely to be involved in developing long-term approaches. Building understanding, trust, and collaboration results in new opportunities and collective impact.

If you could do one thing to increase equity in Delaware, what would you do?

Equity would increase if we could educate more Delawareans about our Latino youth and families. Increasing awareness and understanding of Latino culture and communities within our state – such as those illustrated in the English Learner Fact Sheets – can lead to actions that increase equity. Education Equity Delaware provides opportunities to learn how to advocate for children (K-12) who are English learners, have disabilities, or who are from low-income families. I also believe a continuation of the Delaware Community Foundation’s Book Circles with an additional focus on opportunity gaps may bring people together to discuss new approaches.

There are many ways to learn more about Delaware’s Latino population. The 2009 Delaware Hispanic Needs Assessment (partially funded by the Arsht-Cannon Fund) helped funders, community leaders and nonprofits focus their work. Results from a 2019 DCF study of Latino families in Sussex County are due to be released in the fall. These results will help shape La Colectiva’s work.

But ultimately, the best way to learn is by creating one-on-one connections with our neighbors

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About 5Qs: Each month, we ask local philanthropic leaders to answer five questions about how they view philanthropy in their work, their lives, or their organizations. It’s a chance to hear from people we all know, and some you may not know – but in a different way. 

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5 Questions with Stu: Talking Philanthropy with Nick Moriello from Highmark

Posted by Stuart Comstock-Gay 
· Monday, May 6th, 2019 
· No Comments

I’m very pleased to introduce a new element to my blog.  Each month – beginning today – I’ll be posting another in a new series we’re calling “5 Questions with Stu.”

Each month, we’re asking local philanthropic leaders to answer five questions about how they view philanthropy in their work, their lives, or their organizations. It’s a chance to hear from people we all know, and some you may not know – but in a different way. I hope you like it.

We begin with Nick Moriello from Highmark Delaware. Highmark has proven to be an important player in the state’s philanthropic landscape, with their attention to healthy communities. They have been major supporters behind important work in the area of opioid addiction, and many other things. Nick has served as market President for Highmark Delaware since August of 2018, after serving for over 25 years in other healthcare related positions.

5 Questions with Nick Moriello
President, Highmark Delaware

Why is philanthropy important to you?
As a native Delawarean and President of Highmark Delaware, a company that traces our Delaware roots back more than 80 years, supporting our community through philanthropy and events like the Highmark Walk for a Healthy Community inspires me. Whether it is helping a Delawarean overcome addiction or breaking down the barriers to quality health care, our philanthropy makes me proud of what we do. We make a difference, and we see it every day as we work in partnership with so many stakeholders to build a stronger, healthier community.

What are the greatest factors influencing your decisions when you consider opportunities you could support?
Two of the most important factors we consider are overall community impact and the capacity of our nonprofit partner to reach the goals they have set.

The large majority of our giving is through our BluePrints for the Community Fund. Since its inception in 2007, BluePrints has made over $13 million in grants and served nearly 100,000 Delawareans. More than 10 percent of Delawareans have been impacted by a BluePrints grant.

Our BluePrints grants focus on four main areas:

•Increasing access to health care for the uninsured/underserved
•Reducing health disparities in minority communities
•Supporting early childhood development with initiatives focused on health
•Recruiting and training health care professionals.

What community endeavors are you proudest to support or engage in?
I am equally proud of two initiatives. First, I am extremely proud of our efforts to combat the opioid crisis. In 2018, we announced $325,000 in grants to four community organizations that are fighting the opioid epidemic in Delaware. Our nonprofit partners are reaching every corner of our state and taking a multi-faceted approach to addressing the opioid crisis.

My second point of pride is our annual Highmark Walk for a Healthy Community. Last year, our fifth annual walk included 20 local nonprofit partners and more than 1,300 walkers who raised over $186,000 – a new record. Highmark Delaware completely underwrites the cost of the walk, which means 100 percent of the funds raised goes directly to our nonprofit community.

In five years, the Highmark Walk has raised over $600,000 for Delaware nonprofits.

Where do you see the greatest potential for philanthropy to drive change in Delaware?
Our greatest potential to drive change will come through partnerships. There’s not one organization or donor who can be the sole driver of impactful change. If we are going to truly impact our communities and make real change, we need to collaborate and align our funding decisions. Government, foundations, corporations and nonprofit partners all need to work in unison if we are going to drive real change. A great example of the power of partnership is how the Delaware Center for Health Innovation (DCHI) engaged health care stakeholders, which has led to Healthy Communities Delaware, built on the foundation of DCHI’s initial work.

If you could do one thing to increase equity in Delaware, what would you do?
Increase access to high-quality health care. As a health and wellness leader in our state, increasing access to health care is a priority that Highmark is deeply committed to advancing in meaningful, community-focused ways. We work with our members every day to remove barriers and align our philanthropic giving with nonprofit partners who support those efforts. From supporting more accessible transportation for seniors in Sussex County or funding scholarships for preventative care initiatives like the YMCA’s Diabetes Prevention Program, our philanthropy is another way we are helping to increase access to care and build a healthier Delaware.

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Donor Advised Funds at the DCF: Make a Difference that Lasts Longer than the Latest App

Posted by Stuart Comstock-Gay 
· Tuesday, June 19th, 2018 
· 1 Comment

I usually write in my blog about trends and activities in Delaware and the country. But with this blog, and some others to come, I am going to explain a bit more why working with the DCF can be a great way to achieve their charitable goals…in this blog, I talk about Donor Advised Funds at the DCF.

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Technology allows us to do almost everything in an instant — order groceries, stream our favorite shows, even pay a parking ticket.

But not everything is meant to over in a flash, especially if you want to give with lasting impact.

For those who are looking to make a difference with their charitable dollars, a donor advised fund at the DCF remains a great way to make meaningful contributions to the causes and organizations that personally matter to you while also taking advantage of significant tax benefits. And donors who work with the DCF also get the benefit of the expertise and experience that DCF staff have about organizations and initiatives that are making a difference in Delaware.

Every year, our donor advised fundholders give away millions of dollars (almost $8 million in FY 2017 alone) to help important causes in Delaware and around the world, ranging from the 1916 Fund’s gifts to the Delaware Theatre Company and the Delaware Humane Association to the Charles C. Allen Jr. Family Fund’s support of the Boys & Girls Clubs of Seaford and Nanticoke Health Services.

Every day at the foundation, our staff works with donors to help them achieve their greatest charitable goals. For instance, you may want to help with efforts to improve literacy but don’t know which nonprofits are doing the kind of work in Delaware that is making a difference.

Our staff at the DCF does.

Whether your interest is children’s issues, the arts, the environment, education, health or more…by working with us to create a donor advised fund, you can get help developing a plan that allows you to directly invest in meaningful programs and projects that benefit the community. We welcome the opportunity to work with you to identify meaningful grant making opportunities.

Quite simply, donor advised funds are an efficient way to leverage your personal resources to help others while also enjoying an immediate tax benefit.

Compare a DAF to a private foundation – it provides many of the advantages without the cost and time-consuming administrative responsibilities.

As the donor, you direct where you want your money to go. Of course, you don’t have to decide right away which nonprofits to support, but know that your gift rests with a local staff keenly aware of the needs of the community and the best way to create impact within it.

Donor advised funds aren’t a new idea — they were first established in the 1930s — and they provide community foundations like ours with a means to address some of the critical challenges in our area by putting resources where they are needed most. They’ve gone through some changes in recent years, but when coupled with a strong local organization like DCF, they remain a powerful tool for meaningful giving.

Donor advised funds are just that — donor advised. You choose what organizations to support. When you want to recommend a grant to be dispersed from your fund — either to an organization in Delaware (most grants given through DCF funds are to local organizations) or around the world — you can do so at any time by contacting us.

Philanthropy, like volunteering, is a way to feel good about helping others. It can be an empowering experience, but it doesn’t have to be over in the same amount of time it takes to download a new app.

A strong donor advised fund can provide an opportunity to strategically link philanthropic giving with community needs.

We’d love to talk with you to learn more about how to make that happen.

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