There Are Many Ways to Make a Planned Gift.
-
Bequest
Naming the Foundation as a beneficiary allows you to designate a gift of cash, securities, or personal property to be distributed after your lifetime, in any amount or as a percentage of your estate.
-
Gifts of Real Property
By designating real property as part of your legacy gift, you can leave assets such as a home, land, or other real estate to the Foundation after your lifetime—in any amount or as a percentage of your estate.
-
Charitable Lead Trust
With a charitable lead trust, you can designate regular payments to the Community Foundation for a defined term, after which the remaining assets are distributed to your beneficiaries.
-
Charitable Remainder Trust
A charitable remainder trust provides income to you or your beneficiaries for a specified period, after which the remaining assets are transferred to the Community Foundation.
-
Retirement Assets
By naming the Foundation as a beneficiary of your retirement assets, you can gift funds such as an IRA or 401(k) after your lifetime—in any amount or as a percentage of the account.
-
Life Insurance
Naming the Community Foundation as a beneficiary of your life insurance policy allows you to direct all or part of the policy’s proceeds to support our work after your lifetime.
Start the Conversation
-
Explore Your Options with the Foundation
Speaking with the Foundation carries no obligation and is confidential. Working with the Foundation throughout planning can help ensure that the impact of your gift is maximized.
