Ways to Make a Gift
We can accept a wide range of gifts tailored to fit different charitable and financial goals. In addition to current gifts of cash, securities, and fully paid life insurance policies, we are glad to work with you if you would like to plan future gifts through your estate plan. We also offer a range of ways for donors to make gifts today that offer some tax benefits while ensuring life income for you or someone you designate.
For more information about any of the types of gifts described below, or for a copy of our gift acceptance policies, please contact Julie Loughran, Director of Development and Communications, at email@example.com or 203-753-1315 x116.
Community Leadership Fund
The Community Leadership Fund enables us to undertake the daily work of building rewarding lives and thriving communities. Your contribution can help make an impact on important community issues in our region like:
A gift during your lifetime is a wonderful way to express your charitable interests and become involved with the Foundation. You may establish a fund or add to an existing fund, for example, in support of the Foundation’s community work and operations or special initiative funds.
Make an online gift today!
A bequest in your will or trust is a simple way to support your community in perpetuity while often minimizing estate taxes. A bequest can be structured as a percentage or a specific amount of your estate or a residuary amount. The Foundation may also be named a contingent beneficiary of a variety of interests should other beneficiaries pass away first. Through a bequest, you can add to an existing fund or create a new fund. We are happy to work with you and your financial or legal advisors to help you consider a bequest.
Life Income Gifts
There are several ways that you may make a charitable contribution now, receive a current tax deduction, and retain a life income for yourself, your spouse or others you designate. The remainder, after the death of the life income beneficiary, establishes a charitable fund at the Foundation.
The Foundation administers both charitable gift annuities and a pooled income fund. For contributions over $200,000 you may want to consider a charitable remainder trust. We are happy to work with you and your financial or legal adivsors to consider life income gifts.
Charitable Lead Trust
Charitable lead trusts are particularly beneficial for donors who have income producing assets and wish to shelter future appreciation from estate taxes. The Foundation receives the income during the life of the trust. The assets revert to other beneficiaries at the termination of the trust at significantly reduced gift and estate tax rates.
Qualified Retirement Plans may be the most tax-burdened assets you can own. Consider these assets when making a gift to the Foundation to establish or add to a fund.