Turn what you have into charitable good.
The Simplest Way to Make a Big Difference - Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to your community foundation. Most charitable gifts qualify for maximum tax advantage under federal law.
A Legacy of Giving - "Bequest By Will"
Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through your community foundation, we establish a special fund that benefits the community forever, and becomes your personal legacy of giving. You can decide to do it at any age by adding to an existing will or drafting a new one. In doing so you leave a legacy to your community, while enjoying the assets you need to maintain your current lifestyle.
A Charitable Gift Unearthed - "Gift of Real Estate"
Making a charitable gift of real estate through your community foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own. With the help of your community foundation, you can use it to fulfill your charitable interests and receive financial and tax benefits.
Community as Your Beneficiary - "Gift of Life Insurance"
Life insurance provides a simple way for you to give a significant gift to charity, with tax benefits that you can enjoy during your lifetime. You can make a gift when life insurance is no longer needed for personal financial wealth replacement by either giving a paid-up policy or continuing to pay premiums. If you choose to continue paying premiums through your community foundation, you will be entitled to a charitable contributions deduction of up to 50 percent of your adjusted gross income.
Turning Stock Market Gains Into Community Investment - "Gift of Appreciated Stock"
Everybody wins when you make a gift of appreciated stock to your community foundation. Your gains are put to good use. Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction based on the full market value.
IRAs Can Qualify For Tax-Free Charitable Distributions - "Gift of Individual Retirement Accounts (IRAs)"
You can make the gift of a lifetime by giving your IRA to charity without federal tax penalty. You can name the Community Foundation as a beneficiary of your IRA, 401k, 403b, or similar retirement account.
There is so much more we’d like you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact us.