The FM Area Foundation is grateful for the opportunity to work with you to help your clients find the most meaningful ways to give to our community. We are a resource for the information and tools you need as you visit with your clients about charitable giving.
Contributing through stock transfers is a very simple process. Just contact us for directions on getting started.
Forms and Policies
Ways to Give - A Comparison
|Starting a Donor-Advised Fund at the FM Area Foundation (FMAF)||Starting a Private Foundation||Giving Directly to a Favorite Charity||View the complete list of comparisons PDF|
|Initial Gift Minimum||$5,000 with intention to build to $25,000 within five years||$5-$10 million recommended||None|
|Administrative Support||Provided by FMAF professional staff||None, must hire private foundation staff||N/A|
|Tax Deduction Limits for Gifts of Cash*||50% of adjusted gross income||30% of adjusted gross income||50% of adjusted gross income|
|Tax Deduction Limits for Gifts of Stock or Real Property*||30% of adjusted gross income||20% of adjusted gross income||30% of adjusted gross income|
|Required Payout||None||Must expend 5% of net assets value annually||N/A|
*Any unused deductions may be carried forward up to five (5) additional years