Have a Plan.
Gift planning allows generous people to make their most powerful and transformative gifts to causes they care about most. The Community Foundation makes it easy.
Mary Wynn and Charlie McDaniel have a plan to preserve our region’s history for future generations.
A planned gift is simply the transfer of assets – for example, cash, real estate, stock or a retirement plan – to a designated nonprofit organization now or after your lifetime. Many Commuity Foundation donors choose to make a gift in their will or trust.
The Community Foundation offers unlimited ways to give. Outright gifts can include cash, securities, real estate, life insurance plans, retirement plans or other assets. Planned gift options can include remainder gifts or gifts that provide income for you now or for your family later. Read about them in greater detail here:
Many Community Foundation donors choose to plan a gift:
- when their assets are not liquid
- to receive a tax deduction
- to generate income while they are giving
Creating a Legacy
What is your highest aspiration for our community? How do you want to be remembered? What values do you want to pass on to your family and future generations?
Your vision and insight can help ensure a vibrant future for the Rappahannock River region.
The Community Foundation can help plan your legacy to support the causes you care about for generations to come, while providing you with tax savings and in some cases, income for life.
We help generous people navigate charitable giving challenges by establishing efficient and effective charitable funds to achieve your philanthropic goals.
Contact us today to start a conversation about your planned gift to The Community Foundation.
We are happy to explore the many options available to you, contact Executive Director Teri McNally by email or phone: firstname.lastname@example.org, 540 373-9292 ext 120.