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Investment Philosophy The Coastal Community Foundation’s investment philosophy has several key objectives:
Objective One: to provide
The Foundation’s prudent investment policy
allows the Board to meet the goal of providing for current charitable needs
while maintaining and enhancing long-term purchasing power.
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DONORS Many of our donors want to ensure that the local programs and activities important to them are able to prosper and continue to meet the ongoing needs of our community. The variety of those programs varies as widely as the members of our community. As a donor, you can personalize your giving in a way that specifically meets your needs and desires. As a local Community Foundation focusing on the needs and interests of Coastal North County, we are intimately aware of the needs of our area. Our Board Members represent the community with interests and experience in youth education, mental health, elder care, arts, and the environment. You can designate one or several areas of interest and specify a program you wish to support. We also place funds with programs each year that best address the community’s needs at that time. Please let us know how we can craft a giving program to meet your desires. Thank you for your interest in the Coastal Community Foundation. Sincerely, Lou Stover What is a Community Foundation? Through a Community Foundation, individuals can ensure that their money will continue to make their communities better and stronger in perpetuity. The Foundation is structured to receive and disperse a wide range of gifts. Donors can personalize giving in a way that meets their needs and desires. Endowment funds form the basis of permanent contributions to the region. The Foundation administers grants from the funds which help institutions meet their goals and try new approaches to persistent problems. The Foundation staff and Board advise and financially support numerous organizations who serve the area. What is the Mission of the Coastal Community Foundation? To enhance the quality of life within the San Diego North County coastal communities of Del Mar, Carmel Valley, Solana Beach, Encinitas, Carlsbad and Oceanside. We:
Types of Funds You can establish a fund to support charitable cause that you care about the most. Funds can be established for social service programs, the environment, arts, education, youth or senior programs, specific organization or to assist a wide variety of organizations with innovative and vital programs.
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Why get involved with the Coastal Community Foundation? Simplicity Philanthropy is important, and through CCF it’s easy. A donor-advised fund provides the best features of a private family foundation without the legal and administrative burdens. Or, you can establish other types of funds that meet your interest. Expertise We have been working in the North Coastal communities for 20 years. Whether you care about education, the environment, arts, health, youth, social services or other areas, we can help connect you to the best charitable programs in our community. Flexibility You can establish a fund with cash, gifts of stock or other property. You can set up a fund today or through your estate plans. Value Giving through CCF provides maximum tax benefits at a very low cost. Benefit from the most favorable tax deductions available under IRS regulations. A donor advised fund is far less expensive to create and run than a private family foundation. Locally-Based and Governed We have served the North Coastal area for 20 years. When donors choose to create an unrestricted or field of interest fund, those assets will stay in the community. The Foundation’s board of directors provides stewardship for all funds and oversees the operations of the Foundation.
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