Harry and Sis Warner Family Fund

Harry & Sis WarnerSis and Harry Warner have been residents of Lexington or Rockbridge County for thirty-six years. In 1998 the Warners established a private family 501(c)(3) charitable foundation to be funded primarily from their estates. When the Community Foundation for Rockbridge, Bath and Alleghany Counties was established and later became independent from the Roanoke Community Foundation they determined that it would provide better administration, better investment oversight and fewer IRS considerations than their private family foundation.The “Harry and Sis Warner Family Fund” was established in October 2012 with the Community Foundation and the private foundation was closed.They are pleased that their fund, being under the auspices of the Community Foundation, will continue in perpetuity. The Foundation has agreed at the Warners’ deaths to allow their four children during their lifetimes to advise the Foundation as to the beneficiary recipients and their six grandchildren to do likewise for their lifetimes.

The Warner’s endorse the Community Foundation for Rockbridge, Alleghany and Bath as a wonderful asset for our communities and an excellent vehicle for charitable contributions. It gives donors professional administration and investment management along with many choices of structuring contributions to conform with individual charitable plans and goals.