Resources to help new Charitable Checking account holders understand and utilize the Community Foundation's Fundholder Portal.
Through Charitable Checking, your tax deduction is made when you give to the Community Foundation, so there is no need to keep track of the various receipts from all the organizations you support—leave that work to us!
As an account holder, you’ll enjoy access to our easy-to-use online portal and be able to utilize Community Foundation experts and tools to guide you in discovering organizations and community needs that align with your interests.
See below to explore available tools and resources.
Charitable checking accounts are considered to be an expendable donor-advised fund per IRS guidelines. Contributions made to the fund represent an irrevocable gift to the Community Foundation and the Community Foundation has exclusive legal control over this fund and all donations to it. Please consult a financial advisor regarding the tax deductibility of contributions made to this fund.
