Charitable Planning

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Generosity with impact

Working together, we can assist your clients with their philanthropic interests while considering their specific financial needs. With Community First Foundation, your clients also have the freedom to give gifts of cash, stock, closely-held securities, real estate, or personal property and receive maximum tax benefits — all while helping the community now and forever.

The flexibility of funds at the Foundation can enable your clients to be involved in grant-making while maintaining their intent, name and pattern of charitable giving.

In addition, your clients will have the ability to create planned gifts through retirement accounts, life insurance policies, charitable remainder trusts and charitable gift annuities, while gaining tax and financial benefits.

Donor-Advised Funds vs. Private Foundations

We emphasize donor-advised funds for individuals and families who wish to be actively involved in charitable giving without the administrative burdens and costs of managing a private foundation. Clients who already have a private foundation may benefit from converting it to a donor-advised fund at Community First Foundation.

When comparing the option of a private foundation versus other charitable strategies, remember that Community First Foundation has funds available that may fit your clients’ needs and avoid unnecessary expense and administrative requirements.


Options for Giving

We offer several charitable giving options for individuals, including donor-advised funds, an IRA Charitable Distributions program, online giving and more.

Gerry Culver
Development & Community Engagement Manager
Tim Zeckser
Endowment Manager
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