

You can take advantage of several giving strategies designed to help you make charitable gifts while also enjoying the tax benefits and preserving economic security for yourself and your loved ones.
You can make a gift of cash or property now, get immediate tax benefits, and ensure that you or a loved one receives fixed quarterly or annual income payments for life.
Outright Gifts You can make a gift of cash, stocks, bonds, real estate, or other assets. Your gift qualifies for maximum charitable benefit under State and Federal law.
Bequests You can designate a gift or portion of your estate, and in some cases receive a substantial reduction in Federal gift and estate taxes.
Charitable Gift Annuity You can make a gift of cash or property now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.
Charitable Remainder Trust You can place cash or property in a trust that pays annual income to you or another named beneficiary, for life. After death, the remainder of the trust transfers to the Community Foundation for Southern Arizona and is placed in the charitable fund you selected. You receive income tax benefits the year you establish your trust.
Charitable Lead Trust You can place cash or property in a trust that pays a fixed amount to the Community Foundation for Southern Arizona for the number of years you select. Once that period ends, the assets held by the trust are transferred to the beneficiaries you name. You can receive a substantial reduction in Federal gift and estate taxes.