Safe Harbor Christian Foundation

Types of Funds

Safe Harbor offers a wide range of gifting options and vehicles for individuals, families, businesses, and charitable organizations to establish or to add to a unique, named charitable fund at Safe Harbor. There are as many personal plans for giving as there are donors. You can choose one or a combination of our basic types of funds to create a customized plan for fulfilling your philanthropic dream. Together, these funds represent caring people who have made a commitment to planning in the light of eternity.

The following are some of the more popular types of funds available to donors through Safe Harbor:

Donor Advised Funds are a flexible tool for your charitable giving, operating much like your own personal or family foundation. You can contribute to your fund when it is most convenient and then, recommend gifts over time to nonprofit organizations of your choice committed to the causes you care about. You also can involve your children to share in a family tradition of giving.

Designated Funds support one or more specific charitable organizations that you identify. These funds often are endowed in perpetuity with the income used to support the organizations on an on-going basis. If a recipient organization dramatically changes or ceases to exist, Safe Harbor will direct the income to an organization with a similar mission and purpose.

Field of Interest Funds allow you to support a specific broadly or narrowly drawn charitable purpose. You may also identify a defined geographic area or specific community to benefit from the fund. You may stay actively involved with the fund, appoint an advisory committee, or leave the work of making grants from the fund to Safe Harbor.

Scholarship Funds are created with eligibility and selection criteria established by you to support students at an institution, students in a particular program or field, or students from a particular geographic area. You can choose to stay involved through an advisory relationship, name an advisory committee to assist in the selection of recipients, or allow Safe Harbor to select students based on your criteria.

Unrestricted Funds may be used by Safe Harbor for any charitable purpose. These funds allow Safe Harbor to determine where the gifts will do the most good both now and in the future. Your unrestricted fund enables Safe Harbor to address the most pressing needs of worthy ministries.

Administrative Endowment Funds offer you an opportunity to ensure that the role and work of Safe Harbor are sustained through an endowed source of income. Your administrative endowment fund could provide income for basic or specific administrative costs each year providing a stable base for Safe Harbor’s long-term planning and development of outreach programs and services.

Organization Endowment Funds hold the assets for nonprofit organizations and generally distribute investment income to the organizations on a semiannual or annual basis. Safe Harbor provides technical assistance with major outright gifts and deferred gifts to such funds.

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We have been with Safe Harbor since 2002. We feel that their professionalism as CPAs and attorneys provide knowledge about many things and can give advice about how best to grow our money. We consider our money the Lord's money, and we want to use it wisely and put it to work for the Lord. We appreciate the information Safe Harbor has given us on charitable gift giving and other investments.

Marilyn and Albert Yale
Apopca, Florida

Safe Harbor is an organization that spent much time and effort to research our needs and understand our organization so that our foundation accounts would be developed properly. The thoroughness of information and help proved invaluable not just in setting up the accounts, but also in explaining and promoting our long term goals to our people! We are very appreciative of their careful and thorough investment strategies that have rewarded us with good gains every year and helped to meet some of our most immediate needs. Safe Harbor is not just about money, but about ministry. How can they help you meet your ministry's goals by being financially responsible in a way that brings glory to God? Give them a call and put these passionate, professionals to work for you today.

Pr. Rob Knepp
Wayside Christian School
Bucyrus, Ohio

I am busy as a Bible teacher and a preacher. Neither my wife nor I have the required time or the trained skills to make sound financial investments with our funds. We needed someone to make wise decisions for our investments. We are delighted that Safe Harbor has given us that kind of help for a number of reasons. First, they are competent investors. We started with Safe Harbor when one of their CPAs advised us to put the assets of a stock into a Charitable Gift Annuity to avoid a high capital gains tax. It has been good for the charities that we chose to support and good for our retirement. Second, they are conscientious investors. They invest our funds in harmony with our Christian faith and conscience. Third, they are committed investors giving us an excellent return on our invested funds so that we can give more than we hoped to missionaries and our favorite charities. Fourth, they are consistent investors producing good results each month with the funds that we have entrusted to their care. They have smoothed out the fluctuations that we experienced in the stock market and consistently given us positive gains in times of good and bad economic conditions. We are grateful to the Lord for the help that Safe Harbor has given to us.

Dr. Roger Peterson
Charlotte, North Carolina