Advisors

PARTNERING TO REACH CHARITABLE GOALS

We’re here to partner with you to meet your clients’ needs.

MCCF works with a network of professional advisors—CPAs, attorneys, wealth managers, investment and financial advisors—to help you serve your clients.

Charitable giving may be a perfect fit for your client when considering:

  • Leaving a legacy
  • Year-end tax planning
  • Highly appreciated stock
  • Substantial IRA/401(k) assets
  • An alternative to a private foundation

We’d love to partner with you to support your clients’ charitable goals—whatever they may be.

 Investment Strategy

The investment objective of the McPherson County Community Foundation is to earn the highest real total return over time commensurate with the risk profile of a given asset allocation. The minimum performance objective over time is to earn an average annual total return equal to the rate of inflation (CPI), plus the spending rate plus 2% administrative fee growth. The mechanics of the spending rate is governed by the spending guideline set forth in this Investment policy.

CURRENT INVESTMENT SUMMARY

 Types of Giving

The McPherson County Community Foundation accepts many types of charitable and planned gifts. These gifts are tax-deductible to the fullest extent allowed by law. Some types may have additional conditions upon acceptance, so please contact us with any questions or concerns.

TYPES OF GIVING

Tax Status

As a public, nonprofit organization, the McPherson County Community Foundation values trust as one of our main tenets. Therefore, we adhere to the highest standards of operational excellence and are confirmed in compliance with National Standards for U.S. Community Foundations.

TAX STATUS

 

The McPherson County Community Foundation is required by IRS regulations to submit Form 990 reflecting all contributions, grants, investments and operating expenses related to the organization. Copies of Form 990 and to the extent the organization may need to file Form 990-T will be available upon request. Copies of the independent, financial audit of the McPherson County Community Foundation will also be made available upon request.
 Grant guidelines, gift acceptance policies, and investment policies have been established by the MCCF Board of Directors as guidance for basic operations. Copies of each policy or guidelines are also available upon request.
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