• Receive information about the Foundation’s administrative fees and its spending and investment policies.
• Receive prompt gift acknowledgment and “thank you.”
• To be listed in Foundation Annual Reports and other publications, unless you have requested anonymity.
• To be added to the Foundation’s mailing list.
• Receive community publications, including an annual report that contains full financial information, a description of the Foundation’s grantmaking program and information concerning its staff and board.
• Be assured information about the size/nature of your gift will be held in confidence, and that, subject to the Foundation variance power, the gift will be used for the purpose, if any, for which it was given. The Foundation variance power allows the Board of Trustees to change the purposes for which a gift may be used if the stated purposes are unnecessary, incapable of fulfillment, or inconsistent with area charitable needs.

As a donor who has established a separate Fund, you have the right to:

• Select the name of the Fund, or have it remain anonymous.
• To receive Fund status reports at least semi-annually.

Unrestricted Funds
If the Fund is established during your lifetime, you may request the Foundation to furnish to you, periodically, information concerning grants from the Fund. If the Fund is created at your death, your family members will be accorded the same courtesy.

Field of Interest Funds/Scholarship Funds
The same rights apply to Field of Interest Funds as those referenced above for Unrestricted Funds. In cases in which an advisory committee is created to recommend distributions from the Fund, you may be allowed to designate the nature of that committee and may sit on it yourself, always being mindful that there is no conflict of interest inherent in the composition of the committee and that the committee is advisory only.

Designated/Organization Endowment Funds
Both individuals/organizations who establish Designated and/or Organization Endowments will be fully informed concerning the variance power of the Foundation.

Donor Advised Funds
As a Fund donor, you have the right to:

• Have a clear understanding whether or not you will be able to recommend distributions of income only or income and principal. This issue will be resolved and described in the Fund agreement when the Fund is created.
• Resolve the issue of the right of a spouse or succeeding generations to advise distributions from your Fund. This will be determined at the time the Fund is created.
• Understand whether or not the Community Foundation will allow you to recommend distributions that benefit eligible recipients outside the normal geographic area served by the Foundation. This will also be determined at the time the Fund is created.
• Be apprised, in writing, as to the limitations of the uses of a donor advised fund, which include that there can be no benefit accruing to you, directly or indirectly, as a result of a distribution, that the uses of the Fund must be charitable, and that you cannot suggest a distribution from a Donor Advised Fund to fulfill a financial pledge.
• All the distributions you suggest must be approved by the Board of Trustees of the Foundation.