The Planned Giving Partnership

Phase I: your organization/your role

  • Identifies and qualifies the donor
  • Informs and cultivates the donor
  • Explores the donor’s best planned giving option(s)

Phase II: the community foundation /beginning of the partnership

  • Consults with you and your donor
  • Evaluates your donor’s goals
  • Prepares a gift proposal

Phase III: the community foundation/gift acceptance

  • Finalizes the gift agreement
  • Ensures due diligence with gift acceptance policies of The Community Foundation
  • Liquidates assets and provides gift acknowledgement

Phase IV: the community foundation/your organization/ gift management & stewardship

  • Invests proceeds from asset sale
  • Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
  • Provides ongoing consultation to you and your donor
  • Keeps the donor informed about your impact to maintain relationship

Taking Care of the Valley: A Strong Tradition »

09.27.2017

The Valley Gives Back™ website offers informative tools for a community-wide planned giving initiative.

Tangible Personal Property »

12.10.2014

Making a charitable gift of tangible personal property through The Community Foundation can help you take an asset you no longer wish to own and put it to work for community good.

Gifts of Life Insurance »

12.09.2014

You can make The Community Foundation the owner and irrevocable beneficiary of your life insurance policy and either give a paid-up policy or continue to pay premiums - all with tax benefits that you can enjoy during your lifetime. Learn more about gifts of life insurance.

Gifts of Cash »

12.09.2014

Cash, usually in the form of a check, is an easy and convenient way for you to support worthy causes in the community. Cash gifts enable you as a donor to claim a current tax deduction of up to 50% of your adjusted gross income in any one year when you itemize deductions, with the excess carried forward for an additional five years. Learn more.

Pooled Income Fund »

12.09.2014

If you own highly appreciated stock, a pooled income fund may be an effective way to achieve your charitable goals, increase your income and save on taxes. Learn More about pooled income funds.

Securities »

12.09.2014

The Community Foundation accepts most securities as charitable gifts. Such gifts will be valued at the mean market value on the date of the gift. After the security is liquidated, the remaining value of the gift is available to support your charitable goals. Learn more.

Charitable Lead Trust »

12.09.2014

You can place cash or property into a trust that pays a fixed amount to The Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Learn more about charitable lead trusts.

Charitable Remainder Trust »

12.09.2014

You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to The Community Foundation and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Learn more about charitable remainder trusts.

Charitable Gift Annuities »

12.09.2014

You can make a gift of cash or property to The Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life. Learn more about charitable gift annuities.

Gifts of Real Estate »

12.09.2014

Making a charitable gift of real estate through The Community Foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own.

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How can we help?

Sharon Cappetta

Director of Development

203-777-7071

Send Email

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