What are they?
Unrestricted funds allow your client to support community priorities that have been identified by the trustees of MCF and that are supported through the Foundation’s discretionary grants programs. This gives someone the opportunity to benefit from our staff’s knowledge of emerging community needs and the groups working on them, now and in the future.

Highlights:

• Unrestricted funds give the Foundation the greatest latitude to apply charitable resources where they are needed most.
  
  
• Your client does not need to be involved in recommending specific grants.
  
  
• Grants can be made in the name of the fund your client establishes—or they can be made anonymously.
  
  
• MCF can accept donations of almost any asset, including cash, stock, and real estate. And your client can give now or later, through their estate.
  
  
• Your client can choose their own investment strategy from among the investment pools offered by MCF.
  
  
• The fund may be established as an endowment (ensuring that grants are made in perpetuity) or as an expendable fund (which enables your client to make grants of any size at any time).
  
  

For more information about how MCF can partner with you to serve your clients, send us an e-mail or call Aviva Shiff Boedecker, director of gift planning, at 415.464.2516. You may also want to request a copy of You Have a Partner: An Introduction to the Marin Community Foundation for Professional Advisors. This guide provides an overview of the many ways we work with advisors to help them meet their clients' charitable needs.