Foundation: A guide for donors and professional advisors
Ways to give
Community Anderson's Foundation is authorized to accept gifts of all kinds. You are encouraged to use the full menu of giving vehicles to realize your maximum philanthropic goals. You may establish and make additions to your gifting using any of the current or deferred gifting methods.
Current Gifts
- Cash
- Appreciated Property (publicly traded stock, closely held stock, real estate)
- Deferred Gifts
Bequest
A bequest to Community Anderson's Foundation is as simple as adding a codicil to your will. This is the most common planned gift and may provide you with valuable estate tax savings.
Life Insurance
One of the simplest ways to make a significant contribution is to give a life insurance policy to Community Anderson's Foundation. This may be done in a variety of ways. You may gift a policy you no longer need, or name the foundation as a beneficiary of an existing policy. A gift of life insurance may produce valuable income tax savings.
Charitable Gift Annuity
A great way to give and receive. Perhaps you want to provide your financial security, reduce your taxes, even include a gift in your financial and estate plans. If these are among your objectives, you may want to look at our charitable gift annuity program.
Charitable Remainder Trust
A Charitable Remainder Trust (CRT) allows you to establish a trust for your benefit while retaining the income generated by the assets given. A CRT may help you eliminate capital gains taxes, reduce or eliminate estate taxes, improve lifetime cash flow, and when coupled with an asset replacement trust, provide for your heirs as well.
Charitable Lead Trust
This trust allows you to provide income to the foundation for a fixed number of designated years. The remainder is then returned to you or your beneficiary upon termination date.
Life Estate
If you own valuable property that you would like to use during your lifetime, but make a gift of it to the foundation upon death, you may receive a current income tax deduction and future estate tax deduction.
|
