Bequest
You provide for a gift to the Community Foundation in your will or revocable trust.
After your lifetime, proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
Giving through a bequest may be appropriate if ...
- You want the ability to access your gift assets during lifetime, for any reason.
- You do not need an immediate tax deduction.
- You want the flexibility to change your gift at any time.
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Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Charitable Remainder Trust
You transfer cash or other assets to a trust that you establish.
The trust pays a percentage of its assets each year to you or a loved one.
When the trust term ends, the remaining assets are transferred to a charitable fund at the Community Foundation to support causes you selected.
A charitable remainder trust may be appropriate if ...
- You want to generate income for yourself and/or loved ones.
- You want a tax-favored gift that can be tailored to your income needs, timing and asset base.
- You are considering a gift of $500,000 or more.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Charitable lead trust
You transfer cash or other assets to a trust that you establish.
The trust makes annual payments for a period of time to a charitable fund at the Community Foundation, to support causes you selected.
When the trust term ends, the remaining assets are transferred to loved ones, as you directed.
Giving through a charitable lead trust may be appropriate if ...
- You want to provide immediate support for your favorite charitable causes.
- You want to pass assets to younger family members at a reduced tax cost.
- You are considering a gift of $1 million or more.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Charitable Gift Annuity
You transfer cash, securities or other assets to the Community Foundation.
The Foundation pays a fixed amount each year to you and/or a loved one.
When the gift annuity term ends, the remaining assets are used to add to or create a charitable fund to support causes you selected.
Giving with a charitable gift annuity may be appropriate if ...
- You want the security of fixed, dependable payments for life.
- You would like an immediate charitable deduction and partially tax-free income.
- You are considering a gift of $10,000 or more.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Retirement Assets
You designate the Community Foundation as the beneficiary of your 401(k), IRA or other retirement account.
After your lifetime, the proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
Giving retirement assets may be appropriate if ...
- You have an IRA, 401(k), 403(b) or other tax-deferred retirement plan.
- Your loved ones are provided for by other means.
- You want the flexibility to change your gift at any time.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Insurance Policy
You transfer a new or existing life insurance policy to the Community Foundation, or name us as a beneficiary.
After your lifetime, proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
Giving life insurance may be appropriate if ...
- You are purchasing a new policy, or your existing policy is paid up or has substantial cash value.
- You have no outstanding loans against the policy.
- Your loved ones are well provided for by other means.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702.7622
[email protected]
Life Estate
You transfer your house or other asset to the Community Foundation but retain the right to use it for your life or the life of a loved one.
When the retained life estate ends, the asset is sold and the proceeds used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
A life estate arrangement may be appropriate if ...
- You want to continue to live in and maintain your home.
- You do not plan to pass your home on to family or other heirs.
- You want to save income taxes today while providing future support for your favorite charitable causes.
Get Started
Contact us to learn more about the benefits of this type of gift.
Here to help
Michelle Lippart Hardwick
Director of Gift Planning
920.702-.7622
[email protected]