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A variety of giving methods that can be tailored to meet your clients' unique situations.
The simplest way to make a big difference.
Your client can make a gift of cash, stocks, bonds, real estate or other assets to his or her community foundation. Most charitable gifts qualify for maximum tax advantages under federal law.
Learn more about Charitable Assets your client can give >>
A legacy of giving.
Including a charitable bequest in a will is a simple way for donors to make a lasting gift to their community. When your client makes this gift through his or her community foundation, we establish a special fund that benefits the community forever, and becomes his or her personal legacy of giving.
Example Donor Story >>
Income for today, a gift for tomorrow.
Giving through a Charitable Gift Annuity allows your client to arrange a generous gift to his or her community, while providing him or herself a new income source he or she can count on for the rest of his or her life.
Example Donor Story >>
Charitable Gift Annuity Calculator >>
Planning for the future — for you and your community.
Giving through a Charitable Remainder Trust allows your client to receive income for the rest of his or her life, knowing that whatever remains will benefit the community.
Example Donor Story >>
Charitable Remainder Unitrust Calculator >>
Charitable Remainder Annuity Trust Calculator >>
Giving back to community and your loved ones.
A Charitable Lead Trust helps your client build a charitable fund with his or her community foundation during the trust’s term. When the trust terminates, the remaining assets are transferred to your client or his or her heirs, often with significant transfer-tax savings.
Example Donor Story >>
Charitable Lead Unitrust Calculator >>
Charitable Lead Annuity Trust Calculator >>
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There’s so much more we’d like you to know. Your community foundation can help you help your clients achieve their charitable giving goals. We welcome the opportunity to work with you.
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