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WAYS TO GIVE
Foundation Giving Options
There are many ways to give through the Foundation, each with its own financial benefits and rewards for you, your family, and the community.
These gifts can fund endowments, donor advised funds, supporting foundations, or other vehicles. Contact us for more information about choosing the giving options that are right for you and your family.
Gifts you can give now
In addition to cash, you can give:
Appreciated, marketable securities
- incurs no capital gains tax
- provides a tax deduction for the fair market value
- can be split into manageable, smaller charitable gifts when applied to a single donor advised fund and granted out
Real estate and other appreciated property
- makes an ideal contribution to a Foundation fund
- is deductible at fair market value
- incurs no capital gains tax
- a popular asset for creating charitable remainder trusts and charitable lead trusts, which provide
- financial benefits both to the community and the donor
Life insurance
- you can give a new policy, or a policy that is no longer needed
- provides a tax deduction for the value of the policy
- instead of paying premiums to the insurance company, you make tax-deductible charitable gifts to the Foundation, which then pays the premium
- upon the death of the insured, the proceeds will fund a legacy gift
More on gifts of life insurance
Gifts from your estate
Bequest in a will or trust
- you can leave a bequest of * a percentage of your estate * the remainder of your estate * specific property or * a specific amount
- the estate may receive a tax deduction in the amount of the charitable bequest
- if you already have a will, an attorney can help arrange a charitable bequest with a simple amendment, or codicil
More on bequests (includes language for your will or trust)
Retirement plan designation (401(k) or IRA)
- you can name one or more charities as after-death beneficiaries of a retirement plan
- the most tax-wise option: whereas retirement plan distributions to heirs can be extremely high (exceeding 70% in some cases), retirement plan distributions to charity incur no taxes
- you can specify a percentage, a specific amount, or the remainder of the account
Life insurance
- you can give a new policy, or a policy that is no longer needed
- provides a tax deduction for the value of the policy
- instead of paying premiums to the insurance company, you make tax-deductible charitable gifts to the Foundation, which then pays the premium
- upon the death of the insured, the proceeds will fund your legacy gift
More on gifts of life insurance
Gifts that provide income
Charitable gift annuity
- provides the donor and/or another person with an income for life
- created in exchange for cash or marketable securities
- at the expiration of benefits, creates a meaningful legacy gift
More on charitable gift annuities
Deferred gift annuity
- works the same way as a normal charitable gift annuity
- starts providing income at a fixed date in the future (rather than immediately)
- Until payments begin, the annuity may grow in value, providing more income for the donor and/or a larger gift for charity
Charitable remainder trust
- enables you to make a gift that produces income for you or for loved ones
- take a pro-rated tax deduction now, leave the remainder to charity
- can reduce estate taxes accordingly
- can make fixed payments, or payments that change with the size of the trust
- upon the end of the erm, the remainder of the trust becomes your legacy gift