
Seven Tips to Make Your 2021 Year-End Giving Easy
With the end of the year fast approaching, it’s time for many to begin thinking about their year-end gifts. Our Advancement team — Michelle Hardy, Mimi Slade and Cortney Bailey... Read More
There are many types of assets donors can give to begin their charitable fund. Each philanthropic opportunity offers different financial and tax benefits. Your financial advisor or a member of our team can assist with identifying the right charitable choice for you.
Cash A check or credit card is the simplest type of charitable gift.
Stocks, Bonds, Mutual Funds Allows you to avoid the capital gains tax on the appreciated portion of the gift.
Life Insurance Transfer ownership to the Community Foundation and receive a tax deduction for the policy's cash value.
Real Estate Gift property you own and receive the maximum tax deduction allowed by law as well as avoid capital gains tax on the sale.
Charitable Bequest Continue your impact on the community after your lifetime with a gift left in your estate.
Charitable Trusts A charitable lead trust or charitable reminder trust provides tax savings while allowing a significant gift or income for a charity.
Life InsuranceTransfer ownership to the Community Foundation and receive a tax deduction for the policy's cash value.
Retirement Account Assets & IRAs Naming the Foundation as the beneficiary of a retirement account allows you to save taxes and preserve your hard-earned assets for the good of your community.
Selling a business, house, or other major assets
Estate planning, especially for individuals without heirs
Starting a nonprofit or private foundation
Leveraging equity in a closely held family business
Teaching family members about philanthropy
Preparing for retirement
Honoring a loved one after their passing
With the end of the year fast approaching, it’s time for many to begin thinking about their year-end gifts. Our Advancement team — Michelle Hardy, Mimi Slade and Cortney Bailey... Read More
In his 1983 hit, Elton John said, “I’m still standing better than I ever did.” The same can be said for our portfolio — still standing, better than ever, after... Read More
Simplify your giving and gain a partner who understands your philanthropic goals.
Join a community of givers working to address needs in our community.
Your gift allows us to respond to community needs and collaborate with other organizations.