Estate giving

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.