Benefits of Planned Giving

For many clients, making a substantial gift to the Community Foundation through their estates is the most realistic way to make a lasting difference in their own backyard and create a philanthropic legacy. There are few better ways to be remembered and few better gifts to leave behind than creating possibilities and opportunities for countless generations.

A planned gift to the Community Foundation can offer lifetime income for the 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.

By including the Community Foundation in their estate plans, your clients are welcomed to our Legacy Society. They’ll be informed about our activities and initiatives, and receive invitations to Foundation events and community gatherings designed to improve their charitable giving and help them experience the joy of making a difference.

Changes in the tax law will likely create new planning opportunities. We can work with you and your clients to create a legacy that will meet their charitable and financial goals.

Contact Us to Get Started

To learn more about planned giving and other solutions for your clients, contact Juanita T. James, President & CEO, at 203.750.3200.