Imagine the Future

Hello from the Branch County Community Foundation!

If you’ve already established a donor-advised fund or other type of fund at the Community Foundation, thank you! It’s our honor to work with you to achieve your charitable goals. If you’re considering getting started working with us, thank you for exploring it! We welcome a conversation to learn more about the difference you’d like to make in our area, whether through lifetime giving, a gift in your will or trust, or a combination of both. BCCF is your home for all forms of charitable giving.

Our team is committed to regularly sharing updates and information that can help you and your family along your philanthropic journey, including timely topics that are on the minds of many during the volatile first few months of 2025. 

• You may be wondering whether stock or cash is a better gift this year to your donor-advised fund or other type of fund at the Community Foundation. It’s smart to ask the question! BCCF is happy to work with you and your advisors to evaluate what’s best for your own situation.

• A lot of donors and fund holders ask our team about the “step-up in basis” and how it factors into charitable planning. It’s an especially important principle as you evaluate which assets to leave to your fund at the Community Foundation in your will, trust, or via beneficiary designation. Our team is happy to demystify this for you!

  
  

• If you’re over 70 ½, you’re likely aware of a helpful charitable giving tool called a Qualified Charitable Distribution, or QCD. You’ll be glad to know that recently-proposed legislation would expand the types of eligible charities to receive QCDs to include donor-advised funds. Fingers crossed! 

  
  

Thank you so much for the opportunity to work together!