About Us

Alliance Community Foundation  (Federal EIN: 38-7161863)

**Click this link for information about the ACF Pooled Income Fund

To view the Pooled Income Fund explanation video, please click on this link: https://player.vimeo.com/video/503648868

To view the EZCharitable Pooled Income Fund versus the Charitable Remainder Unitrust presentation, please submit your email address below. EZCharitable, LLC provides charitable planning software, training, case design and implementation services for professional advisors. (Audio begins in 17 seconds; slides advance in 1 minute, 18 seconds.)

Advisor Managed ACF Pooled Income Funds and Donor Advised Funds

ACF welcomes the investment management and custodial services provided by the donor’s trusted advisors.

Advisors can also encourage clients to donate non-cash assets. Once the assets are sold, the proceeds can be invested with the advisor.

Donor’s Complex Gifts and Contributions of Privately Owned Securities to ACF Pooled Income Funds and Donor Advised Funds 

Personal Property (Intangible and Tangible Property)

Intangible Personal Property including privately owned securities, personal goodwill, promissory notes, patents and royalties.

Tangible Personal Property that is typically sought after by collectors, museums and auction houses.

ACF accepts personal property gifts through a donor’s privately owned LLC membership interests, limited partnership units, or non-voting stock in C or S corporations. (Note: Pooled Income Fund Income Funds and Charitable Remainder Trusts cannot hold S corporation stock, but Donor Advised Funds can.) To protect ACF from liabilities related to debt, taxes, contractual restrictions, obligations, or prohibited transactions. the entity’s governing documents must include ACF’s Contribution Indemnification and Prohibited Transaction Provisions, and in some cases, Charitable Put Options.

Real Property

ACF accepts real property gifts through a donor’s privately owned LLC membership interests, limited partnership units, or non-voting stock in C or S corporations. (Note: Pooled Income Fund Income Funds and Charitable Remainder Trusts cannot hold S corporation stock, but Donor Advised Funds can.) To protect ACF from liabilities related to debt, taxes, environmental liabilities, contractual restrictions, obligations, or prohibited transactions. the entity’s governing documents must include ACF’s Contribution Indemnification and Prohibited Transaction Provisions, and in some cases, Charitable Put Options.

Fees

Our fees for Trustee Services, including Planned Giving Agreement Management and Non-Cash Asset Gift Administration, are invoiced quarterly, based on the asset values at the end of each quarter.

(Our trustee fees are not prorated, and a significant portion supports ACF’s charitable mission. We also do not charge separate set up fees.)

ACF fees do not include investment management expenses and fees.

Expenses related to transferring gifts to ACF, including holding costs, legal fees and professional service fees, whether for proposed or completed gifts, are covered in one of three ways: from the income the gift generates, from the proceeds of its sale, or directly by the donor. These costs may be tax deductible; please consult your tax advisor.

In the event IRS or SEC rules prohibit certain investments, ACF requires investment managers to comply with ACF’s policies.