Giving Opportunities
You Can Make A Difference!

Since 1996, area residents have been turning to the Orange County Community Foundation to
make their philanthropic giving as effective as possible. We are a public charity serving thousands
of people who share a common concern - improving the quality of life in Orange County, Indiana.


You've worked hard to achieve your goals and to support the causes and institutions you believe in.
Charitable giving is an important part of your life. As someone who knows the value of giving, you
want to be assured that your gifts will meet vital needs and improve our community.

You want to know your gifts will achieve positive results and, of course, maximize your tax
deductions. You may want to involve your family in your giving. You want a tasteful level of
recognition - or perhaps you want anonymity.

But most of all, you want an easy and flexible way to accomplish your objectives.

There is a simple way for you to make a difference and leave a lasting legacy in our community.
You can make a difference for good, a difference forever - and that's by establishing a fund with
your Orange County Community Foundation.

Individuals, families, businesses and organization create permanent charitable funds that help our
region meet the challenges of changing times. The foundation invests and administers these
funds. We then use the distribution to award grants each year to many of the humanitarian,
educational and cultural organizations in this remarkable region we call home.
How Does it Work?

The community foundation idea is simple: Anyone may use it to give something back to the
community.

Assets that you donate to the foundation create on of several types of funds to support your
charitable goals. We offer you a full menu of planned giving options to tailor your gift.

You can create a fund in honor of someone you love or to celebrate a special event. You can direct
your gift broadly or narrowly to issues you care about or to wherever the needs are the greatest.
However you give, your gift can change lives - today and in the future.

Here are some ways we can help you:

Managing the fund, overseeing its investments and maintaining tax records
Filing tax returns and providing an independent audit
Providing the services of experienced grant-makers who know the community, its needs and its
organizations
Ensuring that grants are always awarded in the name of your fund
Issuing regular financial reports detailing the status of the fund

We use professionals to invest and manage our assets. Our board is made up of local citizens
who know the community. And our staff can help you create the gift that makes the difference you
want.

We offer you power and flexibility in charitable giving without the legal paperwork, time and
expenses associated with running your own private foundation. We can help you set up a fund that
will maximize both your tax advantages and your impact in the community - now and forever.
How do I create a fund?

  • Decide When to Give
  • Decide What to Give
  • Choose the Name for Your Fund

Choose a Type of Fund
> Unrestricted Funds
> Fields-of-Interest Funds
> Donor-Advised Funds
> Scholarship Funds
> Designated Funds
> Organizational Endowment Funds
> Family Legacy
> Good Samaritan

1
. Decide When to Give

You can create your fund now, establish it in your will, or create it through a trust arrangement that
benefits your family as well as charity. You may give in honor of an anniversary, to celebrate a
special event or to support a cause. Tax deductions are earned at the time of your gift, while grants
awarded from your fund will continue into the future.

2.
Decide What to Give

Almost any kind of asset can be used to start your fund, such as cash, publicly traded securities,
closely held stock, interests in limited partnerships, real estate, life insurance, tangible personal
property and private foundation assets. We can also discuss other options with you, such as
bequests, charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead
trusts, pooled income funds, charitable gift annuities, life income and deferred charitable gift
annuities.

3.
Choose the Name for your Fund

Most of our funds are named for the donor or the donor's family or as a memorial to someone
special. Every grant from the fund will carry this name. If you prefer anonymity, you may choose a
name that reflects your fund's charitable purpose.

4.
Choose a Type of Fund

We offer a variety of funds that are flexible to meet our donors' different charitable interests:

  • Unrestricted Funds offer the broadest giving option, allowing grants to be made to wherever
    our professional staff determines our community's needs are the greatest.
  • Field-of-Interest Funds create grants that meet needs in a particular field or geographic
    area that is of interest to you.
  • Donor-Advised Funds enable you to recommend specific organization to receive grants.
  • Scholarship Funds help students pursue academic goals. You may define guidelines for
    candidacy, the advisory committee, the school and the award itself.
  • Designated Funds let you support specific organizations while we make sure that grants to
    these groups remain relevant over time and responsive to changing circumstances
  • Organizational Endowment Funds are established by nonprofit organization to provide
    income to them. We handle all administrative and investment responsibilities, freeing the
    organization to pursue its charitable mission.
Why Choose Us?

We Know Our Community

When you choose to invest in the future of our community, you want to work with someone who
knows the territory. The broad cross-section of leaders who guide our work lends valuable insight
that will help your charitable giving achieve maximum results

We Help You Achieve Superior Tax Benefits

Since the IRS considers us a public charity, contributions are eligible for the highest available tax
deductions. In most cases, these tax benefits outweigh using your assets to establish your won
private foundation.

We Make Set-up and Administration Easy

Establishing a fund can be done in less time than it takes to open a bank account. We take care of
all the administrative and grantmaking activities, eliminsting the need for you to set up a seperate
institution, formulate policies, file innumerable forms and monitor the status of grant recipients. We
sav you precious time an money.

We Share Your Interests

We are here to help you becom econnected to the issues you care about most. Your charitable
interests and priorities are important to us because committed, caring citizens are so important to
our communities well-being.

We Care About the Future

By setting up a fund, you have the ideal opportunity to create a legacy for you and for our area.
Go Ahead. Make a Difference.

By establishing a fund with the Orange County Community Foundation, you'll know your gifts are in
good hands. Our staff can help you identify where your gifts will best benefit the community.

The result is a lasting legacy that addresses the needs of today and the challenges of tomorrow,
establishes a tradition of philanthropy and ensures that your fund will develop community capital to
improve the quality of life now and well into the future.

We are your local source for comprehensive charitable gift planning. To learn more about
establishing a fund, please contact us.
What do I do now?

Contact our foundation staff. The Orange County Community Foundation can help you shape a
grant-making program that fits your needs and carries out your charitable intent forever. Let us
show you just how easy, flexible and effective your charitable giving can be. And how you can make
a difference by giving something back to the community that helped you get where you are today.

Please Contact:
Imojean Dedrick
Executive Director


Orange County Community Foundation, Inc.
112 W. Water St.
Paoli, IN 47454

Telephone: (812) 723-4150
Fax:           (812) 723-7304
Community Foundation, Inc.
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“What a man does for himself dies with him. What a man does for his community lives long after he’s gone.”  
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