Leave a legacy that lasts forever through the foundation.
We can carry on your spirit of generosity and community building.
Giving through estate planning includes:
Bequests allow donors to control their assets during their lifetimes while
supporting the community for generations to come. A bequest can be a
specific dollar amount, a percent of assets or the remainder assets after other bequests have been exhausted. The foundation can help with drafting language.
Charitable remainder trusts provide a steady income for life, offer an immediate tax deduction and leave a legacy of community support.
Charitable lead trusts enable donors to make significant charitable contributions today and to transfer the remainder to beneficiaries later.
Retirement plans, including IRAs and other qualified plans, can offer tax advantages as donations
To learn more, please contact us to set up a time to talk in more detail.