Planned Giving

OUTRIGHT GIFT. Make a gift today with cash, stocks, bonds or other assets to your community foundation. Your charitable gift may qualify for attractive tax advantages.

BEQUEST BY WILL. Establish a fund in your name (or in the name of your family) by designating a gift or portion of your estate to your community foundation. In some cases, receive a substantial reduction in federal gift and estate taxes.

REAL ESTATE. Turn property gains into community impact. The value of your real estate may exceed that of any other asset you own. Use it to establish or contribute to a community foundation fund; you can fulfill charitable interests and receive tax benefits.

RETIREMENT ACCOUNTS. Choose our community over taxes. Naming the community foundation as a beneficiary of your retirement account (401(k) or IRA) is an easy way to make a significant, lasting gift that may not be possible during your lifetime. It’s easy; no need to modify your will or estate plan.

LIFE INSURANCE. Make community the full or partial beneficiary of a life insurance policy. It’s a simple way to make a major gift back to the community that you call home, with possible tax benefits during your lifetime.

CHARITABLE GIFT ANNUITY. Give cash or property to your community foundation now, get immediate tax benefits and ensure that you or a loved one receive fixed income payments for life.

CHARITABLE TRUSTS. Place cash or property in a Charitable Remainder Trust that pays income to you or a loved one for life. After your death, the balance transfers to the community foundation for a charitable purpose you have selected. You receive income tax benefits the year you establish your trust. Or establish a Charitable Lead Trust that pays a fixed amount to the community foundation for a number of years. After this period, trust assets transfer to the beneficiaries you name. In some cases, this arrangement reduces your federal gift and estate taxes.