Subscribe X
Back to Top

Ways To Give

Donor-Advised Funds

You can support your most cherished programs, communications or research initiatives…with a full spectrum of involvement and influence.

It is simple to arrange for a donor-advised fund at Excellence, enabling you to manage your philanthropy with the degree of involvement you prefer and without having to establish or manage a private foundation.

More Infor
  • Donor-advised funds combine the simplicity of philanthropy through a foundation with a desirable level of influence over your charitable investment.

About Donor-Advised Funds

You can make contributions to the fund whenever you wish, recommend grants whenever you wish and to any qualifying nonprofit. You will receive an immediate income tax deduction each time you add assets.

Excellence handles all the investment, administrative and grant-making work and complies with IRS guidelines.

Minimum to open a donor-advised fund: $100,000.

When to choose a Donor-Advised Fund

Donor-advised funds are an innovative and flexible method of giving. They include the exciting option of an Incubator Fund. You can choose how involved you wish to be. Unlike private foundations (required to distribute 5% annually), there are no minimum distribution requirements, so you can let the fund grow until you are ready to recommend grants.

You may name children or other family members as advisors to carry on a tradition of family philanthropy, and after the passing of the last fund advisor, donor-advised funds preserve your name and legacy as field of interest funds that support your favorite causes forever or address a broad range of needs through support of the General Fund.

How to make grants from your Donor-Advised Fund

  • Suggesting Grants. Send us the name of any nonprofit organization whose mission is consistent with that of FEMHC and to which you wish to make a grant. Submit the information in writing: the name and address of the organization, the amount of the proposed grant (minimum $100) and how you would like to be acknowledged. Please let us know if you wish the grant to go to a special purpose at the nonprofit. Otherwise, we will assume that the grant is for general support and will notify the recipient organization that there are no restrictions on the gift.

     

  • Grant Recipients. We are responsible to the Internal Revenue Service for grants made by your donor-advised fund. Our board of directors has final discretion over all grants made and will check to ensure that it is designated as a recognized charitable organization within IRS guidelines. The IRS requires that the organization be a public charity as defined in Sections 501c3 and 509a of the Internal Revenue Code. If a recommended organization fails to meet IRS requirements, IRS rules prohibit FEMHC from awarding your recommended grant. In some cases, we may contact an organization for additional information about its mission and purpose. We will contact you directly if an eligibility question arises. You may recommend a grant to any public charity located in the United States whose mission is compatible with that of FEMHC. Although we cannot distribute grants directly to foreign charitable organizations, we can make grants to U.S. public charities that fund and support foreign charitable activities.

  • Grant Processing. Approved grants are normally paid out within one week of receiving your recommendation. We make every attempt to provide prompt service and to respond quickly. There may be an occasional delay if we are unable to verify the charitable status of the organization or if the grant is over $5,000. FEMHC sends you a notification when a grant recommendation is approved and the grantee is paid. We also send a letter and a check to the recipient organization; the letter includes the name of your donor-advised fund and your name and address (unless you request anonymity) so that the organization can thank you directly. If you are making a donation in honor or memory of a friend, colleague or family member, let us know and we will inform the organization receiving the grant. If you supply the address, we will also send a note to the person you are honoring. Processing and notification typically takes a week. The large number of grants made at year’s end often require more time to process.

  • Restrictions. The IRS places a number of restrictions on the use of grants. IRS regulations prohibit donor-advised funds from awarding grants to:

    • purchase tickets to fundraisers or benefit dinners (including any portion of the ticket above the cost of the event)
    • fulfill memberships that have any tangible economic benefit for donors, advisors or related parties
    • support a specific individual
    • fulfill personal pledges
    • secure personal benefits for donors, advisors or related parties
    • support political campaigns or lobbying
    • make grants, loans, compensation, expense reimbursements or similar payments to donors, advisors or related parties

    For these reasons, grants are sent directly to the organization. Our goal is to help our donors accomplish their charitable objectives within all federal and state regulations. If you have any questions about eligibility, please email gina@mentalhealthexcellence.org.

Compare Your Options

Excellence
We provide options you won’t find elsewhere: staff support and financial oversight for improving mental health care anywhere in the world through donor-advised funds that give you flexibility, influence and involvement. Our mental health focus and international scope are unique.

Regional/Local Community Foundations
Most have donor-advised funds for local use only and limited help in targeting mental health care.


Private Foundations
To create a private foundation requires substantial assets and a dedicated administrative infrastructure.

Commercial Charitable Gift Funds
Available through banks and investment companies, comparatively less flexible.

Administrative Fees
The fees you pay help us work together to change mental health care. For a complete description, click here.

 

The Foundation for Excellence in Mental Health Care is a registered 501(c)(3) charity.
Donations to any of our funds are tax-deductible to the full extent of the law. Tax ID: 27-4682873. A copy of the latest 990 filed by FEMHC may be obtained here or by contacting:
Excellence, Attn: Finance
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
503.816.5676

Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096