Passthrough Funds

Members of Madison Environmental Group volunteering to create landscaping for Habitat for Humanity


What are they?

A Passthrough Fund is like a charitable checking account.  You make a lump sum contribution to your passthrough fund at the Madison Community Foundation and recommend multiple distributions over time. 

Rather than a permanent endowment fund where assets are pooled and invested, Passthrough Fund assets are placed in a temporary money market account so you can recommend distributions to the full balance of the fund.  Passthrough Funds can be the solution to your year-end need for additional tax deductions.  Let the Madison Community Foundation serve as the back-office for your immediate charitable giving needs.  You tell us where you'd like charitable distributions directed, and we handle all the administration.

Click here to view a list of Passthrough Funds.


Highlights

  • A Passthrough Fund releases you from the burden of charitable giving paperwork.
  • Financial advisors appreciate the simplicity and ease of Passthrough Funds to alleviate year-end tax challenges.  A Passthrough Fund can be created in a few minutes.
  • A Passthrough Fund may be created using many types of assets including appreciated securities and mutual fund shares.
  • Charitable organizations can also open a Passthrough Fund to maximize donations for a capital campaign: check with the Foundation for details.

To learn more about Passthrough Funds, download a sample Passthrough Fund Agreement or contact Harmony Kronick, Operations Director, at (608) 232-1763.


 

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