$2.6M in expenses

Fund managementa community foundation is a tax exempt, nonprofit, publicly supported organization that empowers donors to strengthen their community, one passion at a time. The common mission of every community foundation is to enhance the quality of life in the local area. Through fund management, the foundation helps to achieve this. Whether it is the creation of a fund for the individual looking for a tax deduction or the nonprofit agency that is building permanent endowment funds or even providing scholarships for students, the foundation supports a variety of local nonprofits through grants and special projects. Since the foundation's inception in 2011, nonprofits have received grants totaling $9.9 million. At the end of 2024, the foundation was managing 59 agency funds, 17 endowment funds, 42 donor advised funds, 7 corporate advised fund, 3 scholarship funds, 1 annuity fund & 7 pass through fund. Resulting in 15% increase of funds under management from the prior year.

$497K in expenses

Nonprofit resource centerestablished in april of 2019, the nonprofit resource center opened as a collaborative among the foundation, marion county government, the city of ocala, and adventhealth ocala and the marion county hospital district to help grow and sustain our nonprofit community. The resource center provides a variety of assistance options to help our nonprofits build capacity and become sustainable which includes; board development, communications, PR & marketing counseling, video training sponsored by cox communications, finance & accounting counseling, grant services, professional development courses in partnership with rollins college crummer graduate school of business, mini training seminars & strategic & sustainability planning. All resources follow the foundation's roadmap to success which is a compilation of standards designed to ensure each nonprofit operates like the business it is. Some of the key areas in the roadmap are; effective governance, human resources, financial management, and more.

$3K in expenses

Estate planning councilthe estate planning council provides a source of educational information, a forum for networking among disciplinarians who practice facets of estate planning, and promotes interdisciplinary communication and cooperation. The goal of our professional members is to improve our knowledge to render the best professional service to the public. Membership is open to those individuals in professions that deal with estate planning and its related issues.

$685 in expenses

Nonprofit business councilthe nonprofit business council (NPBC) was formed 14 years ago as a part of the chamber of commerce. In 2016, under previous leadership, the community foundation began overseeing the council's operations, and it has continued to significantly expand since that time. The NPBC promotes the economic impact of nonprofits, strengthens their capacity in areas of leadership fundraising, board development, staff development and compliance, and provides for much-needed collaboration and philanthropic education. Currently the council membership is made up of over 180 nonprofits governed by a steering committee of nonprofit leaders representing several different nonprofit sectors. The NPBC has their own programming run by the community foundation which includes: guide to charitable giving, monthly professional development meetings, & youth philanthropy in action (ypia).