Planning one’s estate may be the single, most important financial undertaking for any individual or couple. It may save thousands of dollars in estate or other taxes, and it opens the door for thoughtful, creative charitable giving opportunities.
In the USA, far less than one-half of the adult population has ever made a will. Even fewer have made plans for what happens to all of their assets after death. Assets will be distributed in some way—wouldn’t you prefer to make those decisions while you are able?
The Community Foundation would like to work with you and/or your estate planning professional to help you preserve your estate while making significant gifts to charitable causes that are important to you.
We can receive many types of gifts beyond cash, and can help you and your gifts make a positive difference in your community, or for your beloved charities, for years and years to come.