Fundholder Focus
Quarter 1: A Legacy That Lives Beyond Today
Dear Fundholder,
As we continue to look for ways to serve you more efficiently and thoughtfully, we’ve recently transitioned to delivering fund statements via email. We understand that changes like this can sometimes raise questions—especially when it comes to the security of your financial information.
Please know that we are committed to protecting your privacy. Our statements are delivered through Foundant Technologies, a trusted platform providing encryption, used by community foundations across the country.
As we move into April, we’re also taking time to reflect on something at the heart of your partnership with us: legacy. In this edition, we’re focusing on ways to ensure your fund continues to make a meaningful, lasting impact—now and for generations to come. Whether you’ve recently established your fund or have been part of our Foundation family for years, your generosity is already shaping the future of our community.
Thank you for your continued trust, and for the role you play in creating a legacy in motion.
With heartfelt appreciation,
Heather Allender, President & CEO
A Legacy That Lives Beyond Today
For many of you, your fund is deeply personal. It reflects the causes you care about, the experiences that shaped you, and the difference you want to make in this community.
But an important question we often invite fundholders to consider is: what happens next?
As part of your fund’s long-term planning, thinking about succession—how your fund will continue after your lifetime—is one of the most meaningful decisions you can make. For some, that means naming future advisors or setting specific guidelines. For others, it means something simpler: transitioning all or a portion of your fund to unrestricted.
Unrestricted funds allow the Foundation to carry your legacy forward with flexibility and care. As our community evolves, so do its needs. What matters most today may look different in the years ahead—and unrestricted dollars ensure your fund can continue to meet those moments in meaningful ways.
They give the Foundation the ability to respond to emerging challenges, invest in new opportunities, and support the areas of greatest need—both now and in the future.
Choosing this path isn’t about letting go of your intent. It’s about extending it. It’s a way of saying, “I trust this community, and I trust this work to continue making thoughtful, lasting decisions.”
Succession planning doesn’t have to be complicated—but it is important. And it’s one of the most powerful ways to ensure your fund continues to make an impact far beyond what any of us can see today.
If you’ve not yet considered a plan for your fund’s future, we would welcome the opportunity to talk with you about options that align with your goals and your legacy. At its core, this work is built on trust—trust in the community, and trust in the Foundation to steward your generosity with care, intention, and permanence. We are here for the long term, committed to honoring your vision and ensuring your fund continues to make a difference for generations to come.