Once you’ve decided to give either to one of our existing funds or to establish a new named fund, then you can determine the most effective giving vehicle for your circumstances.  Many people find that giving assets other than cash makes more sense within their financial plan, and it maximizes their tax benefits.  The Community Foundation accepts many types of direct, planned and deferred gifts, and we will work with you and your legal or financial advisor regarding the most effective giving vehicle for your circumstances.

Direct Gifts:

• Cash/Check
• Credit card via secure online donation
• Appreciated marketable securities
• Closely held business stock
• Mutual funds
• Real estate
• Tangible personal property (such as art, collections, antiques)
• Other nontraditional assets (patents, partnership interests, etc.)

Planned and Deferred Gifts:

• Bequests by will or trust
• Retained life estates (real estate)
• Life insurance policies
• Qualified retirement plan assets such as IRA, 401(k), 403(b), pensions
• Life income gifts such as charitable remainder trusts
• Charitable lead trusts
• Private foundations