Planned Giving

Many donors want to support compelling charitable causes today and in the future. The Community Foundation can help you plan for effective giving during your lifetime and for a charitable legacy for your family and community.

A planned gift can be a simple bequest in your will or a complex trust arrangement. We are familiar with planned giving tools and techniques that can:

• provide current income and a significant charitable gift later
• reduce income, capital gain and/or estate taxes
• establish a philanthropic fund for future generations

Your attorney or financial planner can also provide important information about how philanthropic planning fits your personal circumstances.

Explore the links below to learn more, or contact Pat Smith, President, or Sheryl Aikman, Vice President, Development, for more information.

Bequests
Charitable Gift Annuities
Charitable Remainder Trusts
Other Planned Gifts