Each client you work with has unique charitable interests and financial circumstances. Consideration of all of the various planned giving stratetgies can help you match your client with the one that will work best for them.

IRA  Through 2011, retirement assets may become a preferred charitable gift for Seniors.  IRA distributions to charity receive tax advantages.

Bequest by Will  Your client can designate a portion of their estate as a gift. They will typically be eligible to receive a substantial reduction in federal gift and estate taxes.

Charitable Gift Annuity  Your client can make a gift of cash or property and get immediate tax benefits. We will ensure that they or a loved one receives fixed quarterly or annual income payments for life.

Charitable Remainder Trust  Your client can place cash or property in a trust that pays them  or another named beneficiary an annual income for life.  After death, the remainder of the trust transfers to the Community Foundation for Southern Arizona and is placed in the charitable fund your client selected. They receive tax benefits for the year they establish their trust.

Charitable Lead Trust  Your client can place cash or property into a trust that pays a fixed amount to the Community Foundation for Southern Arizona for the number of years they select. Once this period ends, the assets held by the trust are transferred to the beneficiaries they name.  In some cases, they can receive a substantial reduction in federal gift and estate taxes. 

Beneficiary Designation Your client can make the Community Foundation for Southern Arizona a full or partial beneficiary of their life insurance policy or retirement account. It’s an easy way to make a legacy gift without modifying their estate plan. Upon death, their gift is placed in to a charitable fund of their choosing.