Established in 1996, the Long Beach Community Foundation (LBCF) is a public charity that helps individuals, families, government agencies, nonprofit organizations, and businesses manage their charitable giving both today and as part of their long-term legacy. Led by Marcelle Epley, MBA, President & CEO, LBCF’s mission is to initiate positive change for Long Beach through charitable giving, stewardship, and strategic grantmaking. In 2021, LBCF reached $70 million in charitable funds managed. Some of these funds include: · Donor Advised Funds (sometimes referred to as a charitable checking account) · Funds designated for specific nonprofits agencies · Scholarship Funds · Legacy Funds Contributions into a fund may come in the form of: · Cash · Securities traded on major exchanges · Closely-held stock · Mutual fund shares · Retirement plan assets · Real estate LBCF partners with professional advisors to meet their client’s charitable goals. Types of professional advisors include: · Trust Attorneys · Tax Attorneys · Financial Advisors · Financial Planners · Estate Planners · Accountants Clients choosing to include charity in their estate plan may wonder, who will oversee the funds to ensure they are invested and distributed properly? As a National Standards accredited organization, it is LBCF’s priority to be a fiduciary and oversee objectives on a donor’s behalf now and in perpetuity. Since its inception, LBCF has granted over $30 million to charitable organizations across the United States. To learn more, go to LongBeachcf DOT org or call us 562 435 9033