Planned Giving Strategies
Your clients can leave their mark on the world with a planned gift that benefits their community or their favorite cause.
A planned gift to the Foundation can offer lifetime income for your client or a named beneficiary, with significant estate and income tax savings. In addition, clients who choose to designate their charitable gift to the Foundation know that it will be used according to their wishes in perpetuity.
We offer an array of tax-wise options that helps them make a difference for generations. Planned gifts can be made with:
- Bequest through a will or trust
- Charitable gift annuity
- Charitable remainder trust
- Charitable lead trust
- Retirement plan donation
- Life insurance donation
View a list of all vehicles and eligible assets for planned giving
When clients let us know they have remembered the Foundation through planned giving, we welcome them into our Legacy Society. They’re informed about our activities and initiatives, and receive invitations to Foundation events and community gatherings.
Contact Us To Get Started
To learn more, contact Juanita T. James, President & CEO, 203.750.3200.
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