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What is the difference between setting up a gift fund through my investment firm and establishing a fund at Napa Valley Community Foundation?

April 26, 2017firm fund gift Investment napa valley setting

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What is the difference between setting up a gift fund through my investment firm and establishing a fund at Napa Valley Community Foundation?

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At the Community Foundation, we provide much more than the check writing services of a gift fund at a brokerage house. One of the most significant advantages to setting up a fund with us is our commitment to donors. We provide custom research on a nonprofit organizations or issue areas at your request. We will also meet with you individually to help develop a strategic approach to grantmaking. If you are interested in learning more about these personalized services, please contact us.