Planned Giving Services

The Community Foundation as your Planned Giving Partner

As part of the planned giving services we offer to our region’s nonprofit organizations, the Community Foundation can:

• Issue Charitable Gift Annuities for donors who want their gift to eventually support the activities of your organization.  We will provide your donors with information about the program, how to calculate and report their charitable deduction for tax purposes, and will supply application forms and a gift annuity contract.  We will invest the gift, pay the annuity to the donor, and set aside the remainder in a fund designated for your organization or add to an agency endowment fund you may have established here.  The Foundation will also prepare and file all required tax forms annually.

• Consult with you and your donors on setting up Charitable Remainder Trusts and Charitable Lead Trusts. 

• Assist donors with the actual Gift Transfer to the Foundation for the above vehicles and issue an IRS gift acknowledgment letter.  Gift annuities can be funded with cash or marketable securities.  Charitable trusts can be funded with any type of property that has value, including cash, marketable securities, real estate, personal property, closely-held stock, etc.  We can also handle outright gifts of cash, marketable securities, real estate, personal property, closely-held stock, etc., if the gift is for a fund at the Community Foundation to benefit your organization.

• Our Donor Relations staff is always available for Technical Consultation, whether that means a meeting with your development staff, a presentation to your board, running a gift scenario calculation on our software, or sitting down with a donor. 

A note on Partnership: Our goal is to work with nonprofit organizations as partners in the planned giving process.  We have found that this process works best when organizations remain engaged with their donors throughout.  Being engaged means talking with donors about the benefits of the gift and assuring them that a gift through the Community Foundation is a smart way to provide needed support.  At the appropriate time, we ask that you introduce the donor to us, and when appropriate, arrange a personal visit between the donor, yourself and a foundation staff member.  We look forward to working closely with you to help you achieve your planned giving objectives.