Donor Support
Our donor services team is here to support you. Contact us at donorservices@hafoundation.org or 707-267-9903 for administrative assistance, help with grantmaking from your fund, questions about charitable giving and current community needs, or anything else we might assist with.
How to suggest distributions from your Donor Advised fund
Recommending distributions from your Donor Advised Fund is simple. As a donor advisor, you may recommend that distributions be made from your Donor Advised Fund at any time.
Once you have decided how you want to distribute your funds, you are ready to make grant recommendations to the Foundation. You may submit grant recommendations to the Foundation at any time.
When you have completed a Grant recommendation form, simply choose one of the following ways to provide it to us:
Email: donorservices@hafoundation.org
Mail to: 363 Indianola Rd. Bayside, CA 95524
Fax to: 707-442-3811
*A request may be submitted in writing in the form of an e-mail, so long as the e-mail matches that of the fund’s advisor who is authorized to request grants.
We provide the following services for all fund holders:
- Professional advice on the establishment and structure of your fund.
- Statements for each fund including investment activity, itemized lists of donations to the fund, itemized lists of disbursements/grants from the fund.
- Honorary and memorial gift notifications
- Donation receipts (meeting IRS standards) for contributions to the fund
- Forward thank you letters from grantees
- All funds are included in the Foundation’s annual audit
- Manage required IRS annual tax returns filed on behalf of the fund’s activity
- The Foundation will include the fund description in Humboldt Area Foundation’s Annual Yearbook, which has a circulation of 13,000 and in our online fund listing.
- Upon request, the Foundation will assist with press conferences, social media or a press release at the fund’s inception.
- Provide professional charitable planned giving and estate planning assistance and referrals