Planned Giving

Including a gift to the community foundation in  your will or trust ensures your philanthropic goals are met even after your lifetime.

These trusts provide income to you or other beneficiaries for a set period with the remaining assets going to the foundation. 

These provide a fixed income stream for life, with the remaining assets ultimately benefiting the foundation. 

Individuals aged 70 1/2 or older can make direct transfers from their IRAs to a community foundation, potentially avoiding taxes on the distribution. 

Community foundations may also accept gifts of personal property, closely held stock, or other assets