Types of Assets

Keeping in mind your unique interests and means, our staff is here to help you plan the giving options that are best for you. With our support, you can ensure that your gift meets your objectives and makes a real difference. Also visit our Legacy Planning page for planned giving options.

Cash

A cash gift is the most popular type of charitable gift because of its simplicity.

Stock, Bonds & Mutual Funds 

Gifts of appreciated stocks, bonds and mutual funds result in a charitable deduction for the full market value of your donated property – even if you bought it for far less. You will also avoid capital gains tax – money you would have to pay if you liquidated your holdings.
View Stock Transfer Instructions 
View Mutual Fund Transfer Instructions

Life Insurance 

You may name the Community Foundation as sole beneficiary or transfer ownership and receive a tax deduction for the policy’s cash value. If you are still making premium payments to keep the policy current, they may also qualify for a deduction.

Retirement Accounts

Individual Retirement Accounts (IRAs) are intended to support your lifestyle during retirement. If these funds are not needed for your everyday living expenses, you can use these funds to support your charitable giving. Learn more about giving through your retirement account. 

Closely Held Stock 
Donating the closely held stock of your business to the Community Foundation offers you a charitable deduction for the appraised fair market value and an avoidance of capital gain tax. At a later date, your company may redeem the stock at its fair market value or it can be sold outright.

Real Estate 

Whether it is a home, building or land, we can help you turn this asset into a charitable gift. We can accept the gift outright or set up a trust that will convert it into a gift that also produces income for you.  

Learn More: