Leave a Legacy Planned Giving
Planned giving is a powerful way to support the causes you care about while creating a lasting impact in your community. A fund at the Community Foundation can help you impact today and transform tomorrow.
What is Planned Giving?
Planned giving allows you to make charitable contributions through your financial or estate plans. These gifts often come from assets like retirement accounts, life insurance policies, or wills and trusts. They can be made during your lifetime or as part of your legacy upon death.
Why it Matters
Permanent funds (or endowments) created through planned gifts provide long-term support for local nonprofits, scholarships, and community initiatives. They help ensure that your values and vision continue to shape the future of our community.
GIVE
You establish a fund at the Foundation or make a gift to an existing one.
GROW
We grow the fund by investing the monies for long-term growth.
GRANT
We distribute grants or scholarships on your behalf from the fund every year FOREVER.
— Lisa Newman"Salina has given me so much and I’ve always believed in giving back with kindness and care. Setting up a Fund for the Future is one way I can help ensure that the same spirit of support, connection and community continues long after I’m gone. "
How to Make a Planned Gift
Beneficiary Designation
Name the Community Foundation as a beneficiary of your retirement account, life insurance policy, or financial accounts to support the causes you care about—no changes to your will required. It’s simple, flexible, and one of the most tax-efficient ways to give.
Learn more
Bequest in a Will or Trust
Include a gift in your will or living trust by designating a specific amount, percentage, or portion of your estate to a fund at the Community Foundation to support the causes you care about. You retain full use and control of your assets during your lifetime and can update your plans at any time.
Learn more.
Charitable Gift Annuity (CGA)
Make a gift to the Community Foundation and receive guaranteed lifetime income payments in return. It's a simple way to support the causes you care about while creating dependable income for yourself or a loved one.
Learn more.
Charitable Trusts
Establish a charitable trust that benefits both your loved ones and the causes you care about. Options include a Charitable Remainder Trust (which provides you income now) or a Charitable Lead Trust (which supports charity first, then passes assets to your family). These strategies can provide income, reduce taxes, and create a lasting charitable impact through a fund at the Community Foundation.
Learn more.
Donor Advised Fund
A Donor Advised Fund (DAF) is a simple, flexible way to manage your charitable giving now and beyond your lifetime. Contribute assets now, receive an immediate tax deduction, and recommend grants to your favorite causes. Name successor advisors to carry on your charitable legacy or designate charitable beneficiaries at death.
Learn more.
Life Estate (Retained Life Estate)
Transfer your home or farm to the Community Foundation while retaining the right to live in and use the property for life. You may receive a charitable tax deduction now, while ensuring your property creates a lasting charitable legacy for the causes that matter most to you.
Learn more.
Ready to Create Lasting Impact?
Connect with us to explore how a planned gift can support the causes you care about — now and for generations to come.
