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ASSETS TO GIVE

Choose The Gift Option That Matches Your Goals

The Community Foundation accepts a variety of gift types to support charitable giving funds and meet your giving goals in tax-wise ways. We often think of opening our checkbook when offering charitable support. While cash is a very generous gift, our team of charitable giving experts is here to work alongside you and your professional advisors to maximize your giving using currently held assets. 

OUTRIGHT GIFT OF SECURITIES

IF YOUR GOAL IS TO:
Eliminate capital gains

THEN YOU CAN:
Contribute long-term appreciated stock or other securities

AND YOUR BENEFITS ARE:
A charitable deduction plus eliminate capital gains tax.

GIFT OF REAL ESTATE

IF YOUR GOAL IS TO:
Eliminate capital gains tax on the sale of land or other real estate.

THEN YOU CAN:
Donate the property to the Community Foundation to benefit your charitable fund.

AND YOUR BENEFITS ARE:
An income tax deduction plus reduction or elimination of capital gains tax.

GIFT OF RETIREMENT PLAN ASSETS

IF YOUR GOAL IS TO:
Eliminate the possible twofold taxation on IRA or other benefit plans.

THEN YOU CAN:
Name your charitable fund the beneficiary of the remainder of the assets after your lifetime.

AND YOUR BENEFITS ARE:
The ability to leave your family other assets that carry less tax liability.

OUTRIGHT GIFT OF PERSONAL PROPERTY

IF YOUR GOAL IS TO:
Share your enjoyment of a collection or other personal items.

THEN YOU CAN:
Donate tangible personal property like art or a coin collection.

AND YOUR BENEFITS ARE:
A charitable deduction based on the cost basis value.

GIFT OF LIFE INSURANCE

IF YOUR GOAL IS TO:
Make a large gift with little cost to yourself.

THEN YOU CAN:
Contribute ownership of a life insurance policy you no longer need.

AND YOUR BENEFITS ARE:
Current and possibly future income tax deductions.

RETAINED LIFE ESTATE

IF YOUR GOAL IS TO:
Give your personal residence or farm, but retain current use.

THEN YOU CAN:
Create a charitable gift now, but retain occupancy for life.

AND YOUR BENEFITS ARE:
Tax advantages plus continued use of the property.

BEQUEST

IF YOUR GOAL IS TO:
Defer a gift until after your lifetime.

THEN YOU CAN:
Put a bequest in your will; give your charitable fund cash, specific property, or a share of the residue.

AND YOUR BENEFITS ARE:
Donations exempt from tax.

IRA ROLLOVER

GIFTS OF AGRICULTURE ASSETS

IF YOUR GOAL IS TO:

THEN YOU CAN:

AND YOUR BENEFITS ARE:

OUTRIGHT GIFT OF SECURITIES

Eliminate capital gains.

Contribute long-term appreciated stock or other securities.

A charitable deduction plus eliminate capital gains tax.

GIFT OF REAL ESTATE

Eliminate capital gains tax on the sale of land or other real estate.

Donate the property to the Community Foundation to benefit your charitable fund.

An income tax deduction plus reduction or elimination of capital gains tax.

GIFT OF RETIREMENT PLAN ASSETS

Eliminate the possible twofold taxation on IRA or other employee benefit plans.

Name your charitable fund the beneficiary of the remainder of the assets after your lifetime.

The ability to leave your family other assets that carry less tax liability.

OUTRIGHT GIFT OF PERSONAL PROPERTY

Share your enjoyment of a collection or other personal item.

Donate tangible personal property like art or a coin collection. 

A charitable deduction based on the cost basis value.

GIFT OF LIFE INSURANCE

Make a large gift with little cost to yourself.

Contribute ownership of a life insurance policy you no longer need.

Current and possibly future income tax deductions.

RETAINED LIFE ESTATE

Give your personal residence or farm, but retain current use.

Create a charitable gift now, but retain occupancy for life.

Tax advantages plus continued use of the property.

BEQUEST

Defer a gift until after your lifetime.

Put a bequest in your will; give your charitable fund cash, specific property, or a share of the residue.

Donations exempt from tax.