February 12, 2015 by Mary Schenkel. Local philanthropists, advisors and representatives of several nonprofit organizations took the long and winding road to the spectacular Gem Island home of Bob and Susan Morrison last Wednesday, hosts of the Indian River Community Foundation Founders and Fund Holders...
[caption id="attachment_2373" align="alignleft" width="200"] Photo: Kerry Bartlett at Community Foundation.[/caption] Story by Mary Schenkel After six years working side by side with some of the island’s leading philanthropists, Kerry Bartlett has resigned as executive director of the Indian River Community Foundation to take a position...
“A legacy is determined not only by how much one gives but also by the quality of one’s giving,” said Tommy Steyer. The Steyers continually review their current and long-term philanthropic commitments. They thoughtfully consider an organization’s ability to develop, implement and evaluate a plan...
The Community Foundation provides added value to our annual giving plans. It is simply easier for us to support causes we care about – United Way, Vero Beach Museum of Art and the Senior Resource Association to name a few – through the Community Foundation....
A local resident since 1982, artist and most published American author on feng shui, Nancilee searched for the most convenient way to give. When a friend suggested the Indian River Community Foundation, she tested the waters with a small donor advised fund. “I experienced the...
Rick and Laura cite numerous benefits of the Community Foundation for philanthropists, nonprofits and Indian River County, including: Donors have the opportunity to be more strategic with their giving by accessing IRCF’s knowledge of the area’s most pressing needs and the nonprofits providing the solutions....
We coordinate all of our giving through our donor advised funds. These funds offer us flexibility in meeting our philanthropic goals and provide maximum tax benefits with no annual giving requirement. We also receive comprehensive quarterly fund statements. Most importantly, the Indian River Community Foundation...
Like others, Nick and Liz Melnick receive requests from many worthy organizations but focus their major giving on healthcare and education. They learned about Indian River Community Foundation from neighbors and their attorney agreed the organization could help them achieve their goals. “Online access to...
[caption id="attachment_1343" align="alignleft" width="300"] William N. Kirk, Attorney[/caption] At this point, I suspect most advisors usually recommend the use of a donor advised fund instead of a family charitable foundation for their clients. The simplicity and other advantages of the current formation of a donor...
[caption id="attachment_1341" align="alignleft" width="202"] Ralph T. King[/caption] If you were to ask Ralph King why he moved his family foundation to a donor advised fund at Indian River Community Foundation, you might be surprised by his honest answer. “Laziness! I was tired of all the...