Charitable Instruments
A variety of giving methods tailored to your unique situation.

Outright Gift
The simplest way to make a big difference.
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 advantages under federal law.
Learn more about Charitable Assets you can give>>

Bequest by Will
A legacy of giving.
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.
Example donor story>>

Charitable Gift Annuity
Income for today, a gift for tomorrow.
Giving through a Charitable Gift Annuity allows you to arrange a generous gift to your community, while providing yourself a new income source you can count on for the rest of your life.
Example donor story>>
Go to Charitable Gift Annuity Calculator>>

Charitable Remainder Trust
Planning for the future — for you and your community.
Giving through a Charitable Remainder Trust allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community.
Example donor story>>
Charitable Remainder Unitrust Calculator>>
Charitable Remainder Annuity Trust Calculator>>

Charitable Lead Trust
Giving back to community and your loved ones.
A Charitable Lead Trust helps you build a charitable fund with your community foundation during the trust’s term. When the trust terminates, the remaining assets are transferred to you or your heirs, often with significant transfer-tax savings.
Example donor story>>
Charitable Lead Unitrust Calculator>>
Charitable Lead Annuity Trust Calculator>>


Learn more about:
Charitable Funds — great giving options.
Charitable Assets — what you can give.


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 your local community foundation.
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Charitable Instruments Overview
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Charitable Instruments