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DONOR ADVISED FUNDS ALLOW CHARITABLE

        GIVING TO CAUSES CLOSE TO YOUR HEART—


          NO MATTER WHERE THEY ARE




             or Larry Halpin, charitable giving through his donor advised   the cost of the refurbishment, and it has since been restored to its
             fund has been a learning process, and he is thoroughly enjoying   original beauty.
        Fthe education.                                               Larry has had three bouts of cancer and went back to the
           His mother, Margaret (Peg) Halpin, met and married Henry   University of Iowa for treatment. While receiving care at the hospital,
        Haegg, Jr. five years after the death of Larry’s father.  When Henry   he stayed at Hope Lodge, an adult version of Ronald McDonald
        passed away a few years ago, he introduced his five stepchildren   house. Hope Lodge has been crucial to his recovery and Larry loves
        to charitable giving by leaving them donor advised funds at the   that he is able to give back in a significant way to them through his
        Community Foundation so they would be able to designate how   donor advised fund.
        they wanted to support causes they care about that are in need of   Larry credits the Community Foundation for educating him
        assistance.                                                on local causes that need assistance.   Without the Community
            “It’s through Henry’s thoughtfulness that all of us find ourselves   Foundation’s guidance, he wouldn’t be able to research the enormous
        in this position,” said Larry.                             amount of need on his own.  “The Community Foundation has
           While Larry has lived in our community since 1993, he still has   been more than helpful. I wouldn’t know what to do with the funds
        strong ties and affection for his                                  if I didn’t have the Foundation to provide me with the
        hometown of Cedar Rapids,                                          background to make informed decisions,” he said.
        Iowa.  He has learned that the                                        Like other donor advised fund holders, Larry supports
        beauty of a donor advised fund                                     locally as well outside of Collier County. During the
        is that donations can be made                                      Community Foundation’s last fiscal year, 75% of grants
        in all the communities he cares                                    stayed in Collier County.  Larry has given to over 25 local
        about, including where he grew                                     charities and causes including the Collier Comes Together
        up.                                                                Fund for Hurricane Irma, Care for Collier for Red Tide
           Close to the Halpin family’s                                    Relief, the FGCU tennis team, and PAWS Assistance
        heart is the restoration of                                        Dogs.
        a window at the Historical                                            Because his mom was a musician with a master’s
        Society in Cedar Rapids. The                                       degree from the University of Wisconsin and encouraged
        offices, which are in a former                                     her children to play an instrument, Larry, and his other
        mortuary facility, contained a                                     siblings support the Naples Music Club, now known
        window designed by artist Grant                                    as the Music Foundation of Greater Naples.   Henry
        Wood that was in desperate                                         started a scholarship through the Naples Music Club, an
        need of refurbishing. The five                                     organization Peg was instrumental in founding, that Larry
        stepchildren decided to finance                                    and his siblings continue to support.
                                                                              Larry encourages his friends and family to join in on
                                                                           his charitable ventures. “It’s extraordinarily fun to give even
                                                                           if you don’t always know the results or how the funds are
                                                                           used,” he said. Larry is glad his giving isn’t limited to one
                                                                           area because his interests expand as he learns more about
                                                                           the many needs. “At first, one realizes that they have funds
                                                                   to give.  But then the real charge kicks in when you realize that in
                                                                   giving, you are helping others even if a little bit,” he explained.



                                                                      If you are interested in opening a donor advised fund to contribute to
                                                                   all of the causes you support, contact Lindsey Touchette, Vice President of
                                                                   Development at ltouchette@cfcollier.org or 239.649.5000.


     66                                                                                                      Life in Naples | January 2019
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