P.O. Box 367
Keokuk, Iowa 52632
319-795-1407
info@keokukfoundation.org
Roger Ricketts,
Executive Director
rickettsroger@gmail.com
rogerricketts@centurytel.net
Board of Directors
Debbie Marion
Chair of the Board
Heather Barnett
Vice Chair
Kerry Klepfer
Past Chairman
Richard Lofton
Past Chairman
Jack Rogers
Treasurer
Janice Morgan
Secretary
George Eichacker
Director Emeritus
Kathy Asbury
Dr. Wilson (Bill) Davis
Jim Dennis
Susan Dunek
Mike Hickey
Dev Kiedaisch
Tyler Logan
Dick Logsdon
Bruce McDonald
Carol Mardis
Ann Menke
Mike Pribyl
Sandy Seabold
Barb Smidt
Howie Sutlive
Ron Westby
John Winkelman
Robert Woodburn
Joe Zumwalt
Establish A Fund
Establishing a Fund:
It is easy to establish your own named charitable fund and it can be done in less than a day. Working with the Keokuk Area Community Foundation and your financial advisor if you choose, it can be accomplished with these simple steps:
- First, determine your charitable purpose or intent.
- Select the type of charitable fund (Endowment, Donor Advised, Remainder Trusts, Gift Annuities) that best supports your purpose. We can outline your options and discuss advantages of each.
- Complete a simple governing document. We will help you to write and prepare a document that makes your intentions clear.
- Select a name for your fund. You can use your name or that of a family member, the name of a favorite cause, or choose a name that allows you to remain anonymous.
- Depending on the type of fund you establish, you may designate current fund advisors such as yourself and spouse, and successor advisors such as your children. This information will be included in your governing document.
- Make an establishing gift. Receive a tax deduction at the time the fund is established and when additional contributions are made to the fund.
- Enjoy giving through your fund. Once your fund is established you can:
- Add to the fund at any time in any dollar amount.
- Specify how grant disbursements are to be acknowledged – whether in the name of the fund or anonymously.
If you've established a donor advised fund you may recommend distributions to charities, locally or throughout the United States.
Download the Life Income Plans and the Outright Gifts Information here.
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