corporate advised funds

considering a corporate advised fund

what is a corporate advised fund?

Corporate advised funds are a simple, flexible, and tax efficient vehicle for companies to give to their charities of choice. By partnering with Horizon Community Foundation, companies can receive a tax deduction for their gifts when made, but they can recommend grants at any time, either immediately or in the future. These types of funds are less expensive than establishing a corporate foundation, are easier to administer, and offer more flexibility. Companies can choose the name of the fund and can opt to remain anonymous when making a donation.

A corporate advised fund is a way for individuals and organizations to centralize their giving strategies and outsource the financial portion of those efforts to a team of experts. Donations to a corporate advised fund can take many forms, including cash, stocks, bonds, insurance, and real estate.

CTI’s culture of giving starts with our people. The CTI Cares Employee Fund invites our staff to shape how we support our communities and makes giving back a natural extension of our work, connecting what we do each day with causes that matter where our teams live and work.

Tim Schroeder, CEO of CTI

For more information on creating a corporate advised fund, contact:

Nancy Grayson, President & CEO
ngrayson@horizoncfnky.org | 859.757.1552