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Charitable Instruments

A variety of giving methods tailored to your unique situation.

Bequest by Will
A legacy of giving.
Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through your community foundation, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

Charitable Remainder Trust
Planning for the future — for you and your community.
Giving through a Charitable Remainder Trust allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community.

Charitable Lead Trust
Giving back to community and your loved ones.
A Charitable Lead Trust helps you build a charitable fund with your community foundation during the trust’s term. When the trust terminates, the remaining assets are transferred to you or your heirs, often with significant transfer-tax savings.

 

 
 
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    Confirmed in Compliance with National
Standards for U.S. Community Foundations
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