How to Talk to Clients About Giving
Tools for Giving Later
Your clients can take advantage of several estate planning strategies designed to help them make charitable gifts that offer tax benefits and preserve economic security for themselves and their loved ones.
Bequests enable clients to reduce their estate taxes while supporting their community.
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Charitable Remainder Trusts enable clients to increase their income, or provide income for another person, with the knowledge that the funds remaining when the trust terminates will be used to support their charitable interests.
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Charitable Lead Trusts enable clients to make significant charitable gifts in the near term while transferring substantial assets to beneficiaries and potentially benefiting from significantly lowered gift and estate taxes.
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Retained Life Estates are vehicles that ensure that as a donor, a client has lifetime security in a home he or she has given to The Community Foundation as a charitable contribution.
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Life Insurance can be used as a charitable asset, thereby enabling someone to be eligible for a charitable tax deduction based on the current value of a paid-up policy.
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Retirement Fund Plans can be used to support charitable interests while achieving significant tax advantages for one's heirs.
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