Advisors

"We make a living by
what we Get.

We make a life by
what we Give."

-Winston Churchill

Resources






The Marshall Community Foundation successfully meets the National Standards for U.S. Community Foundations administered by the Council on Foundations in Washington D.C. National Standards represents the highest measure of accountability and transparency in philanthropy.

Resources

The Marshall Community Foundation offers a range of services and resources to help you learn about community issues and make the greatest possible impact with your charitable giving.

As soon as you establish a fund, our staff handles all administrative tasks, including proposal review, check writing, reporting requirements, tax returns and annual audits. We also monitor all grants to ensure they were executed as specified.

Staff are available to meet with you about any aspect of your giving. We can also arrange site visits with organizations you choose or wish to support through the Foundation, so you can see firsthand the charitable work you are contributing to in the community.

Let us help you get started.

Following is information that may help you get started in the process of considering your next steps with the Marshall Community Foundation. Not seeing what you are looking for? Please contact the Foundation, and we will work with you to answer any additional questions you may have. 

Type of Funds
Starting a Fund 
Will and Trust Language
Gift Acceptance Policy and Guidelines
Investment Policy

Suggested Will and Trust Language 

It is not complicated to include a bequest to the Marshall Community Foundation in your will or estate plan. We suggest you consider the following clause in your instrument:

“I give, devise and bequeath the following ___________ [describe the asset(s) which is the subject of the bequest; for example, a stated sum, a residue of the estate, a percentage of the residue of the estate, or a particular asset] to the Marshall Community Foundation, a Michigan non-profit corporation. This gift shall be earmarked for the _________ Fund.”

Through your bequest, you can choose to contribute to an existing fund, or establish your own fund.

If you choose to apply your bequest to an area of charitable interest of to specific organizations not already served by an existing fund, we ask that you also add the following:

“This gift shall be known as the ___________ Fund. The purpose of the fund shall be devoted to the support of _____________.”

General Trust Language:

“I direct that all remaining assets comprising the trust estate [or a percentage, fixed amount or particular asset] shall be distributed to the Marshall Community Foundation, Marshall, Michigan, with the request that such funds would be used for purposes I may have, from time to time, recommended to the Community Foundation in writing during my lifetime.”

Again, if you choose to apply your trust’s remaining assets to an area of charitable interest or to specific organizations not already served by an existing fund, please also include the language listed above.


    

     Community

     foundations...

     securing our future.

     Many gifts,

     many generations.

MARSHALL COMMUNITY FOUNDATION
614 Homer Road • Marshall, MI 49068 • Phone (269) 781-2273 • Fax (269) 781-9747 • www.marshallcf.org • email: info@marshallcf.org
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©2012 Marshall Community Foundation. Created and Maintained by WSI.