The Community Foundation for Ocala Marion County serves as the central portal for philanthropic giving. Ocala Marion County is known for its caring spirit, the hallmark of charitable giving. We connect donors to the causes they are passionate about while creating access for non-profits to the donors who support them. With focused giving, the Community Foundation creates real impact and leverage for charitable funding in a time of greater needs and scarcer resources. Through the generosity of our donors we are building community by investing in arts and culture , economic development, education and social services—all with the goal of economic vitality. Through our partnership with estate planners, we also create legacy giving through endowments that will build sustainability not only for our non profits but for the community as a whole. By offering exceptional investment portfolio management services, both individual donors and non profits alike are assured sustained growth in their funds invested with the Community Foundation. For additional information about establishing a fund with your Community Foundation visit us at: www.ocalafoundation.org
JOIN US TODAY! Establishing your donor advised fund, endowment fund or agency fund is easy! Simply complete your donor or agency profile and we’ll do the rest. Applications can be found visiting online at: www.ocalafoundation.org/ donorapplication SHARE YOUR WEALTH - WISDOM – WORK For the greater good of Ocala/ Marion County
Our Community. Our Commitment. Our Purpose—To Serve As Convener – Collaborator – Catalyst for community building through philanthropic funding in four key sectors civic, cultural, community and economic development.
Barbara Fitos, Executive Director 116 S Magnolia Ave., Suite 3 Ocala, FL 34471 Phone: 352-507-8116 Cell: 352-804-0306 E-mail:
[email protected] OUR COMMUNITY. OUR COMMITMENT. Who we are... A centralized portal for major giving, and a unified voice and facilitator for local non-profit entities Who we serve? Donors—professional advisors—nonprofits/charities How do we operate? A philanthropic institution organized as a permanent collection of endowed funds for the long term benefit of a defined geographic area. Fast Facts: 26 in Florida > 700 in the United States $50 Billion in assets across the United States What will we do for our community? Enable all of us ( 1000+ non-profits in Marion County) to work together towards each other’s noble purpose the goal of building community.
Our Promises
Fund Types
We pledge to be...
Donor Advised Funds
A centralized portal for philanthropic giving
A center of excellence for investment portfolio management
The source for extraordinary grant making opportunities
The sole source provider for existing organizations in meeting their administrative needs
The key access point to targeted resources that best fulfill the needs of our community and… The premier place with which to do business for both donors and non-profits alike
Endowment Funds
Designated Funds
Agency Funds
Pass through Funds
Accelerate Ocala First Step Fund
Most frequent referral sources: Estate Planners Donors Board Members YouthPhilanthropyInAction