How to Give
The Foundation offers a variety of ways for you to make donations to reach your philanthropic goals. Corporations and businesses are limited to gifts of cash, securities, closely-held stock, limited partnership interests and real estate. Individuals and families have even more options to consider.
Watch your philanthropic dollars make a difference, and be involved with your philanthropy by establishing a fund today. Click here
to start a fund today.
Vehicles for Giving
A cash gift is tax deductible as provided under current law.
Donations of appreciated publicly-traded securities are accepted. This type of gift avoids capital gains tax and allows the maximum tax deduction for the full market value of the gift. The Foundation also accepts closely-held stock and limited partnership interests. Click here for details on making a gift of securities to the Foundation.
A bequest in your will is a simple way to leave a lasting legacy. Click here for additional information on creating a fund through your bequest or sample bequest language.
A life insurance policy can be changed to designate the Foundation as the owner and/or beneficiary of a policy. Retirement fund accounts are often one's largest asset. You can give all or part of these assets to the Foundation, both during your lifetime and/or at your death.
Retirement fund accounts are often your largest asset. You can give all or part of these assets to the Foundation, both during your lifetime and/or at your death.
Real estate (land, primary residences, vacation homes, farm land, etc.) can be donated to the Foundation and deducted at full fair market value, up to 30 percent of one's adjusted gross income. The Foundation sells the real estate and the net proceeds capitalize a new fund or are added to an existing fund. Similarly, tangible personal property can be donated to the Foundation, which is also then sold.
A charitable remainder trust allows you (or other named beneficiaries) to receive lifetime income. Upon your death the remaining principal creates a fund at the Foundation. You receive an immediate charitable deduction for a portion of the gift and avoid capital gains tax.
A charitable lead trust creates income for the Foundation for a specified period, after which the remaining principal is distributed to named beneficiaries. Gift and estate taxes are reduced with this type of gift.
If you would like more information on the charitable giving options available through the Foundation, contact Bridget Brell Holt, Philanthropic Services Officer, or Mike George, Vice President, Philanthropic Services & Advancement, at 419.241.5049.