As your philanthropic interest grows, your fund will allow you to provide critical support for the causes most important to you and your family – now and in the future. You can increase you fund at The Community Foundation at any time through a current or planned gift. We are available to assist with your charitable gift planning and would be happy to work with you
and/or your professional advisor.

The Community Foundation can accept forms of simple, complex, or deferred gifts, such as:

• Liquid Assets: Cash, credit card (online gifts), publicly traded securities held long term, mutual funds, and most bonds can be used to add philanthropic resources to a fund.

• Illiquid assets: Contributing closely held stocks, partnership interests, or real estate to your fund may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes. This would allow you to make a substantially greater gift than you otherwise would have thought possible for the same out-of-pocket cost.

• IRA Charitable Rollover: If you are age 70½ and older, you can direct up to $108,000 from a traditional IRA to charity and have it count toward your Required Minimum Distribution. Traditional IRA funds are not subject to income tax when given directly
to a charity. However, IRA Charitable Rollover gifts may NOT be given to a donor- advised fund. You may give to other types of funds at The Community Foundation or to our unrestricted funds. Contact us before directing a rollover gift to a fund at The
Community Foundation, then consult your retirement fund manager to complete the gift.

• Legacy gifts: Planned gifts allow you to make provisions for future philanthropy, often while providing tax advantages now or in the future. We strongly encourage you to meet with your professional advisor(s) prior to executing a planned gift.
Planned gift options at The Community Foundation include:

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• Bequest in a will or living trust

• Beneficiary designation on a retirement account: IRA, 401K, 403B

• Beneficiary designation on a brokerage or other financial account

• Gift of life insurance: either a current gift or a future beneficiary designation

• Charitable remainder trust charitable beneficiary designation

• Private foundation assets: Your existing private foundation may be converted into a
fund within The Community Foundation. You can retain the name and purpose of the
private foundation while alleviating the administrative and compliance burdens.

Fundraising for your fund is permitted, but subject to 90-day prior approval by The
Community Foundation. Please contact your philanthropic advisor to discuss your
fundraising plan and refer to our complete Funds That Fundraise Policy.