Making a positive difference in your community is easy when you work with the Community Foundation for Southern Arizona.

You can donate to one of over 500 funds already established to meet nearly every need in our community. From providing learning opportunities for children, to supporting artists, to your favorite cause. Or you can start your own fund. You can take advantage of several planned giving strategies designed to help you make charitable gifts while enjoying tax benefits and preserving economic security for you and your loved ones.

We're here to help you with any of your planned giving questions. You may want to explore one of the following ways to give.

Bequests Through your will or trust, you gift a portion of your estate and in some cases, receive a substantial reduction in federal gift and estate taxes. You gift the Community Foundation for Southern Arizona a set amount of money or make it a contingent beneficiary.  You can leave your gift unrestricted or decide it be used for specfic charitable purposes.

IRAs We can help turn your Individual Retirement Accounts into tax-saving charitable gifts. Tax benefits allow more people to experience the joy of giving during their lifetimes.

Charitable Gift Annuities  Make a gift of cash or property to the Community Foundation for Southern Arizona, get immediate tax benefits, and ensure that you or a loved one receives fixed quarterly or annual income payments for life.

Charitable Remainder Trusts  Place cash or property in a trust that pays an 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 held in the charitable fund you created. You receive income tax benefits the year you establish your trust.

Charitable Lead Trusts  Put 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 this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

Life Insurance Gifts  Make the Community Foundation for Southern Arizona a full or partial beneficiary of your life insurance policy. It's a simple way to make a significant charitable gift with tax benefits you can enjoy during your lifetime.

Retirement  Account Gifts Name the Community Foundation for Southern Arizona a full or partial beneficiary of your retirement account. It's an easy way to leave a giving legacy without altering your estate plan. Upon death, your gift is held in the charitable fund you created.

Stock and Bond Gifts  Transfer an appreciated stock or bond to the Community Foundation for Southern Arizona. Save income tax and avoid the capital gains tax that would be imposed if you sold the securities yourself.

Would you like to leave a legacy?

Considering a private foundation?