Planned Giving

Types of Planned Gifts

CCF welcomes the opportunity to work with you and your financial and legal advisors to execute your philanthropic vision consistent with your financial and estate plans.

Gifts in a Will

Designate a specific dollar amount, percentage, asset, or residual in your will or trust.

Beneficiary Designations

Utilize a simple form for your life insurance policy, retirement plan and bank account. Such a gift avoids the double taxation of IRA funds – first as part of the estate and then as income to the beneficiary – preserving more estate assets for good works in the community.

Charitable Lead Trusts

For gifts of $100,000 or more, it benefits the charity for a term of years, lower estate and gift taxes. After the trust term ends, family or beneficiaries receive the remainder. This may be established during your lifetime or after your lifetime through your will.

Charitable Remainder Trusts

For gifts of $100,000 or more, it benefits loved ones for life or a term of years with this tax-incentive vehicle. Established for a lifetime or a term of years, the donor receives annual income. After the trust term ends, charity receives the remainder. This may be established during life or through your will.