ENGAGING THE NEXT GENERATION
THEIR DONOR ADVISED FUND WAS JUST THE BEGINNING
Years ago, Dave and Laura Hemler established a fund with another organization but found that their values just weren’t aligning. That’s when they decided to create a donor advised fund with the Catholic Community Foundation.
“With CCF, we are able to choose where our money goes and when we want it to go there,” said Laura. “It removes the worry, knowing that all the charities we are giving to align with our values.”
“We’ve largely given on a year-by-year basis, supporting the St. Paul Seminary, Catholic schools, and other areas of support beyond our local parish,” Dave added. “Long term, we hope to instill that sense of being gifted by God and pass that on to our kids.”
Dave serves on the advisory committee for CCF’s Next Generation initiative, an effort to engage Catholics in their 40s and 50s in the Catholic Community Foundation.
“CCF provides opportunities for donors to get together and hear about the state of the economy, give us their take on market trends and foster a sense of giving across generations of family to support a bigger cause,” said Dave.
The Hemlers agree that in addition to the tax benefits, having a donor-advised fund at CCF smoothes out their giving.
“Over the years, our circumstances have changed and the economy is always changing,” Laura said. “This system is consistent and offers us some flexibility. At this time in our lives, we are starting to think about college expenses. With the fund at CCF, we have our charitable money set aside that we can disburse at a later date when we might not have as much to add. This option smooths out giving over time and does not let yearly variations in expenses control our ability to give.”
The Hemler Family