Midlands Community Foundation (MCF) (midlandscommunity.org) partners with donors from all walks of life who are passionate about supporting the charities and causes that matter most to them. MCF is happy to offer guidance from professionals who know the region firsthand.
A logical step for many donors as time goes on is transferring a donor-advised fund from a national sponsor or commercial provider to MCF. Midlands Community Foundation wants to give you an overview of how this works.
The first step is easy, connecting with the Midlands Community Foundation to learn more. Their team is happy to take the time to learn more about your charitable interests and design a fund that reflects your vision. The next steps go hand in hand, opening your new donor-advised fund and requesting a transfer from your existing fund. This process is designed to be simple and the MCF staff will walk you through it.
To ensure everything is correct, MCF will ask to verify your information and determine the amount you would like to transfer. Some donors choose to move their full balance while others prefer to transfer only a portion and move assets over time.
The final and most important step is to begin making an impact close to home. The MCF team is always available to serve as a resource and welcomes to opportunity to talk with you and help you explore your options.
For more information visit midlandscommunity.org.