Donors have a number of options for charitable giving. Our staff will work with you and your client to identify a gift that meets your needs.
Charitable Giving Scenarios
|Make a quick and easy gift||Contribute a gift in cash or by check||An income tax deduction and immediate benefit for the community|
|Make a gift with other existing sources||Example: Donate a life insurance policy you no longer need, or proceeds from an IRA||Current and possible future income tax deductions|
|Defer a gift until after your lifetime||Bequeath cash, property, or a portion of your estate||An estate tax deduction|
|Make a gift while minimizing the impact on taxes and capital gains||Contribute long-term appreciated stock or other securities||A charitable deduction that may reduce capital gains tax|
|Minimize the two-fold taxation on IRA or other employee benefit plans||Designate a fund at the foundation as one of your beneficiaries||May reduce tax liability on assets left to heirs|
|Receive income today while creating a permanent philanthropic legacy for the future||Create a charitable remainder trust that pays income to you during your lifetime for a designated time period||At maturity, assets benefit the fund you establish to meet the community needs important to you|