Bequests and Planned Giving
Within a donor’s thoughtful estate planning, a gift through a Will or Trust may be contributed to the Foundation .
The thoughtful donor may designate an investment/brokerage account or bank account(s) to benefit the Foundation.
Thoughtful philanthropy may name the Foundation as beneficiary of a planned gift such as a Charitable Remainder Trust (CRT), Charitable Lead Trust (CLT) or other structures.
A donor may designate the Foundation as beneficiary of a retirement plan, 401k or Individual Retirement Account (IRA).
Importantly, the Foundation is a Type III Supporting Organization. As such the Foundation is not able to accept contributions from a Charitable Individual Retirement Accounts (IRA). This restriction applies to those beyond age 70 ½ and taking the annual Required Minimum Distribution (RMD).
Contact us to assist you with estate planning information.