Montezuma Community Foundation:
Some questions & answers
What is the Montezuma Community Foundation?
The mission of the Montezuma Community Foundation is to preserve the unique city/farm alliance and enhance the quality of life for the people of the Montezuma community by working with the non-for-profit, tax-exempt organizations of our area.
Why is the Montezuma Community Foundation different from other foundations?
The Montezuma Community Foundation:
- Establishes permanent endowments
- Provides donors with varied interests the opportunity to invest in the Montezuma community
- Responds to changing community needs
- Acts as a resource and catalyst in the Montezuma community
- Is designed to be a perpetual organization
Who governs the Montezuma Community Foundation?
The board of directors consists of nine community members who represent the broad interests of the Montezuma community and determine distributions.
What is the cost to a donor?
There are no costs to the donor.
How does the Montezuma Community Foundation manage funds?
The foundation utilizes third-party money managers to supervise the investment of your gifts.
How does the Montezuma Community Foundation work?
In simple terms, the foundation is “donor friendly.” It exists to help donors and to facilitate the giving process. People do not give to the foundation, they give through the foundation.
The non-profit organizations that the foundation supports provide programs which serve the Montezuma community directly.
How do I donate to the foundation?
Giving to the foundation can be as simple as writing a check, but donors would be wise to consider alternative gifting methods.
Ways to give
- Cash
- Appreciated securities or real estate
- Gifts by will
- Gift annuities, trusts and life insurance
- Transfer of endowments
For more information, contact your attorney, financial planner or tax advisor.
Montezuma Community Foundation
P.O. Box 321
Montezuma, Iowa 50171-0321
(641) 623-2889
(641) 623-2800