Giving Options
Some contributors are interested in setting up funds or giving to the Community Foundation's existing funds right away, while others are interested in including us in their estate planning.
There are various options of giving, including Outright (or lifetime) Gifts and the most common forms of Planned Gifts. Especially in the case of Charitable Remainder Gifts, we strongly recommend the use of professional counsel in structuring, drafting, and reviewing all the tax implications for such charitable giving plans.
If your client is considering the creation of a private foundation, we strongly encourage you to help them explore the advantages a community foundation can offer. More details on this issue can be found in the Compare Private Foundation with Donor Advised Funds section.
Information about our Investment and payout policies and our fee structure can be found in the Advisor Toolkit.
For more information contact President/CEO, Dan Baldwin or call 831.375.9712, x115.
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