Create a Legacy to Shape the Future
Which causes and charities do you want to support for decades to come? What would you like to preserve for future generations? What would you like to change?
With a planned gift to the Foundation, you can support local and national organizations, as well as the work of the Foundation in meeting pressing community needs.
Changes in the tax law will likely create new planning opportunities. We can work with you and your professional advisors to create a legacy that will meet your charitable and financial goals.
View a list of our current Legacy Society members.
Benefits of planned giving
A planned gift is a strategy for funding a gift using a variety of assets. Many people find that a planned gift enables them to accomplish more philanthropically than they had thought possible.
Some types of planned gifts allow you to receive income for life, then benefit charity after you’ve passed away.
Whatever your philanthropic goals are, a planned gift—a simple bequest, a charitable gift annuity or a more complex trust arrangement—can help you achieve them.
By including a bequest in your will and designating certain assets,
such as a retirement account, you often can significantly reduce taxes
that would be applied if that asset was left to your heirs.
up a charitable remainder trust or charitable gift annuity during your
lifetime, you are eligible for a current income tax deduction for the
amount that will ultimately be received by the Foundation, and you
and/or other designated beneficiaries enjoy income from the gift.
Eligible assets for planned giving
You can fund a gift using assets such as real estate, securities, retirement accounts, life insurance or other tangible property.
Planned giving options may include charitable remainder trusts or charitable gift annuities, which can offer a donor income during their lifetime and may reduce estate and/or income tax.
We encourage you to work with your professional advisors to determine
the type of gift that is right for you.
In addition, talk with us.
We’ll help make sure that your wishes are clearly understood in the
present so they can be carefully carried out in the future.
The impacts of planned giving
A planned gift helps ensure the sustainability of nonprofits that are important to you.
You can include a specific provision in your will or trust so your charitable wishes will be carried out for generations.
To learn more about your giving options and our Legacy Society, email Fiona Hodgson, Vice President of Development and Marketing, or call her at 203.750.3200.