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 explore the advantages a community foundation can offer. Please view this resource on Comparing Charitable Giving Options.
Information about our Investment and payout policies and our fee structure can be found in the Advisor Toolkit.
Dan Baldwin Tobi Marcus
For more information or to talk about developing a personalized giving plan, please contact President/CEO, Dan Baldwin or Director of Resource Development, Tobi Marcus or call 831.375.9712.
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