Ways to Give
Start a Fund
Think of the Bartlesville Community Foundation as your charitable bank. For example, when you visit a bank, there are various account types from which customers can choose as they work toward a financial goal. At the Foundation, we have various fund types or component funds. Each fund accommodates a specific charitable goal or strategy. By working with donors to start a fund that fits their philanthropic goal, we can magnify their impact.
When You Want:
You and your family can start a fund now for use now, leave instructions for a fund in your estate planning documents for future philanthropy, or create a fund through a trust arrangement that benefits your family and the charities you wish to support. You can also use a variety of assets to start a fund: cash, securities, stocks, real estate, life insurance, tangible personal property, or private foundation assets. Tax benefits occur at the time of your gift and according to the asset donated.
Affiliate
Is like the branch of a bank. It represents a specific region and can start component funds but the legal entity is the host foundation (BCF). Affiliate Foundation’s can be lead by an advisory board or committee but are ultimately governed by the BCF board.
Call us for more information:
(918) 337-2287
Agency
As a nonprofit, establish an agency fund to grow your assets and support your long-term financial sustainability. Gifts from the agency are unrestricted and gifts from the public are permanently restricted.
Designated
Support one or more nonprofit agencies locally or nationally. Open this fund and list organizations you wish to support annually now, or as a giving vehicle in your estate plan.
Donor Advised
make a tax-deductible gift now and recommend grants to causes you wish to support at your convenience. This is a flexible tool for donors as they plan their charitable journey and engage future generations in philanthropy.
Field of Interest
Identify a specific interest area (field of interest) like education, arts, animal welfare, etc. and we ensure effective grant-making within that field.
Fiscal Sponsor
Project or initiative support. BCF manages the accounting, reporting, and donor acknowledgment so you can focus on the project. These can be short term projects or they may grow into new nonprofit organizations.
Scholarship
With this fund, donors help students with eligible costs as they pursue higher education. Scholarship money is paid directly to the student’s school
Ready to begin?
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Or call us at 918.337.2287
Definitions:
Endowed – unless specified by the donor in the fund agreement, the BCF calculates annual spend based on total return. Technically “quasi-endowed”. Traditional endowment models where spend calculations only include interest earned can be accommodated.
Non-Endowed – a fund established and may or may not be invested, generally for short term support or to achieve short term philanthropic goals
Component Fund – a custom-designed fund established by a donor that may be used to reflect their charitable interests. All component funds at the BCF are an extension of the BCF and are subject to the variance power of the BCF board. All gifts to the BCF and its component funds are legally transferred assets from the donor to the BCF. All component funds are established with a fund agreement to outline the expectations between the donor and the BCF.
For the Purposes You Want:
The Bartlesville Community Foundation exists to help you accomplish your philanthropic goals. We offer a variety of funds to match your charitable interests. Click the link below each fund for specific spending and fee details. Give us a call or stop by to learn more!
Here is a quick glance of the ways the BCF partners with donors like you!