Planning for the future
Thoughtful gift planning
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Discussing your charitable intentions with us can lead to a much better result than going it alone – and will ensure that your gift is used just as you wish. We can provide information regarding any of the giving techniques mentioned below.
Ways of Giving
There are ways in which you, your loved ones and your charitable fund at the Community Foundation can all benefit at the same time. Such giving techniques are called planned gifts, because with thoughtful planning, you create win-win solutions to meet all your goals. We have outlined some options below but structuring a gift takes careful planning and we encourage you to call us and talk to your professional advisor.
Gifts anyone can make
You can support a charitable fund with gifts that don’t impact the way you live by either designating the Community Foundation to receive estate assets in the future or by making immediate gifts of assets that are “out of sight and out of mind.”
Gifts that pay you income
Some of the best ways to support the Community Foundation are available through life-income gifts. These gifts help you make a substantial gift while increasing your income. These allow you to stretch your giving ability.
Gifts that protect your assets
Increased income may not be your primary objective. Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value?
Estate planning is the process of thoughtfully providing for the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes. It is a testament that affirms what kind of a legacy you will leave behind and the impact it will have for future generations.
Sixty percent of Americans die without a valid will. That usually means state laws take over and distribute their probate estates according to generic formulas that have nothing to do with the decedents’ wishes. We can help connect you with a planning professional.
For Professional Advisors
We understand that financial, philanthropic and estate goals are unique for everyone. We are here to assist incorporating your clients’ philanthropic objectives into their plans. We encourage prospective donors to consult with their professional advisors.
Leave a Legacy
Every individual has something to contribute to their community – a personal legacy to share with the people and places they love. The Pikes Peak region is full of examples from General Palmer to Charles Elliott Perkins and Alice Bemis Taylor.
Goals and Benefits
There are many ways to make a gift through the Community Foundation. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.