Planned Giving

Planned Giving is the process of designing a charitable gift so that the donors can realize personal giving objectives while optimizing their tax and other financial benefits. Did you know that:

• You can receive income for life in exchange for a gift?
• Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash?
• Some assets can benefit you more if you give them away?

Planned giving is a wonderful way to continue your charitable support beyond your lifetime. You can leave a personal legacy that reflects your values, commitments, and dreams for our community.

You may give to any existing fund within the Community Foundation, or you may develop a new endowment tailored to your interests. A fund may be established strictly through your estate. Alternatively, you may start it now and watch it begin helping our community during your lifetime.

There are many options for giving available and at least one will fit your purpose. Feel free to contact us for gift planning ideas based on your charitable goals and financial circumstances. We also recommend you discuss giving options with your attorney, accountant, or financial advisor. These professionals can help you identify the most tax-wise opportunities as well as gift plans that will help meet financial goals for you and your loved ones.