Each individual, family or organization has unique charitable interests and unique financial circumstances. With a minimum of $10,000, your clients can establish a named permanent fund. Your clients have the option of creating a fund for specific purposes in their name, or in that of a family, friend or organization. Funds can be tailored to your clients' specific charitable interests. Additional contributions of any amount may be made to an established fund.
There are two ways for your clients to give to the Community Foundation - immediate or planned gifts - and there are several methods by which to contribute these gifts. Each of these choices offers various financial and tax benefits.
Immediate gifts include cash, stocks, bonds, real estate or other assets your clients give to the Community Foundation. Planned gifts include naming the Community Foundation as the beneficiary of a retirement plan, insurance policy or trust. Your client can also make a bequest by designating a gift or portion of their estate to the Community Foundation. No matter what vehicle your client chooses, the gift qualifies for maximum charitable benefit under state and federal law.
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