Options for Planned Giving
There are a variety of ways that you can be charitable beyond your lifetime.
Through a planned gift to establish or grow your fund at the Foundation, you can create a future source of support for the causes you care about. Planned giving simply means planning now to leave a gift after your lifetime. Often, generous people decide to give in this way because they don’t have heirs or their heirs are already provided for, they want to pass on their values, or they simply want to make a difference in their community for future generations.
Consider including charitable giving through your will or estate plan if you:
- Need to preserve cash, but want to make sure the causes you care about are supported over the long term through an estate gift to your charitable fund at the Foundation
- No longer need your retirement plan or life insurance and want to designate your fund as the beneficiary
- Need income for retirement but want to shield assets from estate taxes through a Charitable Gift Annuity or Charitable Remainder Trust
Todd and Betsy Stone wanted to pass along their values of leadership, service and generosity to their children. As part of their legacy planning, they created the Todd and Betsy Stone Family Fund and named it as the beneficiary of their retirement account.
Planned Giving Resources
- Legacy Fund Agreement
-
Begin thinking about the details of your fund using our Legacy Fund Agreement.
- Planned Giving Fact Sheet
-
Learn about the many options for your planned giving.
- Legacy Fund Brief
-
Learn what to consider when establishing a Legacy Fund, which is an effective way to ensure that the organizations and causes you care deeply about will continue to receive support beyond your lifetime.
Planned Giving Made Easy
Whether you’ve always supported your favorite nonprofit or cause, or you’ve always wanted to, a planned gift empowers you to make an enduring contribution through your charitable fund. The Foundation is dedicated to carrying out your wishes, and we will work with you and your professional advisors to ensure that your fund will achieve your unique charitable goals.
You can create the framework now for giving to your favorite causes after you are gone by filling out a simple Legacy Fund agreement. Once established, that agreement can easily be updated throughout your lifetime to reflect your changing interests – at no charge. You can work with your legal and/or financial advisors to determine which asset you plan to give once your estate is settled.
READY TO GET STARTED? CONTACT THE FUNDHOLDER RESOURCES TEAM TO SCHEDULE A MEETING
Ready to Open a Charitable Fund?
We are here to help you simplify your giving and strengthen your impact. We look forward to helping make your philanthropy powerful and rewarding, creating the lasting change you want to see — in this community and beyond.