Community Foundation of Teton Valley Newsletter Signup
Our newsletters include a monthly email to keep Challengers, Supporters, and Nonprofits connected and informed in our shared mission to elevate lives through the power of generosity. In addition to our newsletter you can select your preference to recieve specific information about the Tin Cup Challenge, Non-profit Workshops, and Grant Programs.
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Community Foundation of Teton Valley Wire/ACH Form
We accept cash donations as well as a variety of other funding options. We can help you understand the benefits of different types of gifts and the most effective way to apply them. And we are flexible; if you have ideas of your own, please email our Executive Director, Bonnie Self. We’re here to make sure your giving makes an impact.
Check: Payable to Community Foundation of Teton Valley Community Foundation of Teton Valley P.O. Box 1523 Driggs, ID 83422
Stock, Wire, or Donor-Advised Fund: For more details on how to give via Stock, Wire, or your external Donor-Advised Fund, please open the form below. It includes all the necessary information to complete your gift. To confirm your intent, please return the completed form to us via email.
Honor loved ones by supporting nonprofits in their memory:
Andy Tyson Memorial Fund (1968–2015)
Tax-deductible contributions to the Andy Tyson Memorial Fund will serve mountain communities in the developing world through projects that promote the appreciation of their environment and opportunities for the development of outdoor skills. The goal of this fund will be to provide resources for expeditions; training in mountain skills and to match outside expertise with local interest.
The A.J. Linnell Memorial Trail Fund will support the construction and maintenance of biking and hiking trails in the Teton Valley that connects neighborhoods with the peaks and valleys that A.J. loved. A cyclist, educator, city councilor, mountain guide, and an environmentalist, A.J. envisioned a trails system that would provide easy access to the backcountry from downtown Victor, making the quiet and beauty of the wilderness available to all. Contributions are tax-deductible.
Define Charitable Goals: Identify causes you care about and desired involvement.
Determine Financial Objectives: Explore tax strategies and estate planning.
Establish or Contribute to a Fund: We’ll help align your giving with the right fund.
Planned Giving
Legacy Giving
Grow your legacy with a long-term investment in the community you love. Planned giving enables donors a powerful way to continue their philanthropic impact beyond their lifetime. The Community Foundation accepts a variety of planned gifts left by generous individuals who are committed to the future of Teton Valley.
Bequests: Leave a legacy while retaining your assets during your lifetime.
Life Insurance: Name the Foundation as a beneficiary or donate a policy for tax benefits.
Life Income Gifts: Donate assets to receive income for life and a current tax deduction.
Life Income Gifts: Donate assets to receive income for life and a current tax deduction.
Memorial Funds: Honor loved ones by supporting Teton Valley Community nonprofits in their memory.
Bequests allow you to establish a legacy that benefits causes close to your heart—and enable you to keep assets during your lifetime. Bequests can take a variety of forms including specific dollar amounts or particular assets.
You can gift life insurance and secure an estate tax deduction by naming the Community Foundation as a beneficiary of an insurance policy. Or, you can get a tax deduction by donating either a paid-in-full policy or one for which premiums remain to be paid. Gifts of life insurance offer a way to meet your philanthropic interests without affecting personal assets you intend for your family or others.
Life Income Gifts allow us to invest proceeds of assets you donate and then pay income to you, or designated beneficiaries, for life or a set time period. With these gifts, you get an immediate tax deduction and leave a significant, lasting legacy. Apart from enhancing your income, life income gifts can also be used to remove assets from your taxable estate, reduce or eliminate capital gains tax, and improve income from low-yield, high-value assets.
The Community Foundation of Teton Valley works to elevate lives through the power of generosity by championing the nonprofit sector, empowering donors, promoting a culture of giving, and serving as a catalyst in addressing critical community needs.
Gifts of appreciated securities you have owned for over a year can be especially beneficial to you in terms of your tax liability. These securities are deductible at fair market value up to 30 percent of your Adjusted Gross Income. As with cash, amounts exceeding this limit may be deducted for five additional years. In addition, you can avoid long-term capital gains tax on the increased value of appreciated securities. Unlike many other charitable funds, we also accept gifts of non-marketable securities, such as privately held or restricted stock, on a case-by-case basis. This may give you greater flexibility in tax planning.
Become a Challenger
Giving through the Tin Cup Challenge
Tin Cup Challengers are community leaders who commit to a gift of $1,500 or more to support our entire Teton Valley nonprofit community. This is done by providing a Match Grant that inspires widespread community support during our six-week Giving Period every summer. The Challenger fund also supports the Community Foundation of Teton Valley’s Competitive Grant Program, Youth Philanthropy, and Nonprofit Workshops for board and staff..
Modeled after Old Bill’s Fun Run, the Tin Cup Challenge is designed to maximize collaborative community impact. The Tin Cup Challenge strengthens the tremendous work of Teton Valley’s nonprofits, encourages everyone to give, and fosters the spirit of generosity in our community.
You can select from several giving options through the Tin Cup Challenge, depending on your charitable goals.
Community Foundation Agency Funds are offered exclusively to nonprofit organizations as an easy, efficient method for managing your organization’s investments and providing a stable, perennial income stream to support your operations. Agency funds are an ideal way to simplify and enhance your nonprofit organization’s asset management by leveraging our professional management, investment committee experience, and portfolio size.
Through the Community Foundation, nonprofits can participate in a modern endowment investment portfolio that they could not replicate on a stand-alone basis. Agency funds can provide your organization with a permanent source of operating income and professionally managed “rainy day” funds. By having our experienced staff handle investment management and administrative details, your staff and board can concentrate on fulfilling your organization’s mission.
Type
Description
Donor Advised Fund
Flexible, ongoing grant recommendations with tax benefits.
Designated Fund
Support a specific nonprofit or project.
Competitive Grant Fund
Address urgent community needs via vetted applications.
Affinity Fund
Collaborate with others on a shared cause.
Award Fund
Recognize excellence through merit-based grants.
Scholarship Fund
Support education and career advancement.
Agency Fund
Help nonprofits manage long-term assets and rainy-day funds.
Memorial Fund
Honor a loved one by distributing funds in their name.
Funding Structures
Structure
Description
Spend Down
100% of the principal is available for grants. No admin fee; income benefits the Foundation.
Endowment
Provides long-term support; grants a percentage annually. Fees support Foundation services.
Investors Circle
Not formally endowed, but invested with Foundation assets. Available as Spend Down or Endowment.
For funds over $1M, donors may recommend investment advisors.
Fund Management
Investment Management
Contributions of all sizes to funds held at the Community Foundation help to empower thoughtful philanthropic investment in our community and beyond. Since 1989, donors have trusted us to manage and allocate charitable resources responsibly and intelligently. Together, much has been accomplished, and all of our lives have been enriched.
Strategy: Preserve principal, manage risk, and provide sustainable support. Advisor: Canterbury Consulting Oversight: Local Investment Committee and board-approved policies. Management Fees: Averaging around 1% of assets under management, proportionally allocated.
Investment Objective & Philosophy
Prudent stewardship of funds is our priority. Our fund management objectives are twofold to: • Preserve and grow principal. • Manage risk.
Our philosophy is to provide long-term funding sources that benefit both fundholders and nonprofits. To pursue this strategy, we rely on the professional judgment of our investment advisors along with the local oversight of our knowledgeable and experienced Investment Committee.
Advisory Team
Our pooled investments create an economy of scale that provides access to advisors, managers, and investment options that would not otherwise be available to small organizations.
Our investment advisor, Canterbury Consulting, is consistent in implementing our investment policy, focusing on risk-adjusted returns. We adhere to a board-approved Statement of Investment Objectives and Policies, the Uniform Management of Institutional Funds Act, and the Uniform Prudent Investor Act.
Management Fees
We allocate the costs associated with investment management proportionally to the individual Endowment and Investors Circle funds that hold those investments. Investment management fees, which vary over time depending on changes to the mix of assets, currently represent about 1% of assets under management.
Funding types
Type
Description
Donor Advised Fund
Flexible, ongoing grant recommendations with tax benefits.
Designated Fund
Support a specific nonprofit or project.
Competitive Grant Fund
Address urgent community needs via vetted applications.
Affinity Fund
Collaborate with others on a shared cause.
Award Fund
Recognize excellence through merit-based grants.
Scholarship Fund
Support education and career advancement.
Agency Fund
Help nonprofits manage long-term assets and rainy-day funds.
Memorial Fund
Honor a loved one by distributing funds in their name.
Funding Structures
Structure
Description
Spend Down
100% of the principal is available for grants. No admin fee; income benefits the Foundation.
Endowment
Provides long-term support; grants a percentage annually. Fees support Foundation services.
Investors Circle
Not formally endowed, but invested with Foundation assets. Available as Spend Down or Endowment.
For funds over $1M, donors may recommend investment advisors.
Portal & Support
Fundholder Portal
For 24/7 secure online access to your fund activity and grant recommendations., please click Login in the top right-hand corner of this page, then click Fund Holder Login. Contact us to register. Our experienced team is available to guide your giving journey.
