Your Charitable Choices

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.

Give Now

  • 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.

Give Later

  • 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.

Common Events That Provide Opportunities For Giving:

  • 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

Start Your Fund

Contact Person

Michelle Hardy

[email protected]

803-254-5601 x331