“Planned giving” can be as simple as including a bequest to the Community Foundation.  You may leave a percentage share of your estate, specify the dollar amount or designate the Community Foundation as a contingent beneficiary. (Click here for sample language to include in your will.)

But planned giving encompasses much more than a simple bequest.

With the goals of providing for your loved ones, reducing taxes, and remembering worthy causes, there are a variety of techniques available – with mutual benefit to you and your favorite charitable organization – now and in the future.

• Charitable Gift Annuities 
• Pooled Life Income Fund
• Charitable Remainder Trust
• Charitable Lead Trust 
• Life Insurance  
• Life Estate  
• Individual Retirement Account 

Please contact us or your estate-planning professional for further information. Request an appointment to discuss how one or more of these tools might be an appropriate way to demonstrate your concern for future generations.