Donor Information

Heritage Fund is a community foundation began in 1976 by civic leaders to promote and facilitate philanthropy in the Bartholomew County area. The mission of Heritage Fund is to develop leadership, promote positive change and encourage giving throughout the community. We are dedicated to strengthening relationships among not-for profits, donors and concerned citizens who want to invest in the community’s future.

Heritage Fund works to connect the needs of the community with donors, to ensure that gifts will be directed in the most efficient and desirable way. A wide array of funding options is available to accommodate a donor’s passion or area of interest AND address specific needs within the community. Donors are able to determine which causes they believe are most deserving of their donation and Heritage Fund’s goal is to facilitate that process.

Heritage Fund offers a wide array of avenues to make gifts – our goal is to provide convenience, flexibility and ease of mind for donors.
Ways to Give include:

  • Cash
  • Stocks and securities
  • Real estate
  • Planned giving including bequests
  • Online donation for funds is also available

As a community foundation, Heritage Fund is a 501 (c) (3) tax-exempt organization and all approved gifts are tax-deductible to the extent approved by law. Heritage Fund will send a confirmation letter for all gifts and contributions when gift is received.

Differentiating a community foundation from other philanthropic options is a high degree of personalized service for donors provided by community foundations.

Heritage Fund development staff routinely works with families and professional advisors to design gift plans that fit every situation and donor preference, ensuring that philanthropists receive the most benefit from their charitable contributions.

We look forward to helping you with your philanthropic goals. Please contact our staff if you have any questions or would like to discuss giving opportunities in more detail. Heritage Fund gift acceptance policies are available upon request.

Creating a Fund at Heritage Fund

Heritage Fund – The Community Foundation of Bartholomew County offers a variety of tools to help people achieve their dream of making a difference in the community they call home. Heritage Fund offers a wide range of fund types to accomodate a donor’s particular passion, charitable wish and level of involvment AND address the broad needs of residents of Bartholomew County.

Because we belive each donor presents a distinctive vision of philanthropy, various types of funds are availalbe to reflect the desired interest and level of involvement. These fund types include:

  • Designated Funds – Donors designate specific not-for-profit organizations to receive grants.
  • Donor Advised Funds – Donors recommend non-for-profit organizations to receive grants.
  • Field of Interest Funds – Donors select charitable interest areas to receive grants.
  • Agency Designated Funds – Funds established by an organization or donor for the benefit of an organization.
  • Scholarship Funds – Donor gifts provide scholarships with specific criteria.
  • Non-Endowed Funds – Funds established by donors to direct pass-through giving to other organizations.
  • Project Funds – Funds established to assist with community projects.

We would love to help you with your philanthropic goals. If you would like to learn more about establishing a fund at Heritage Fund, please contact us.