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Planned Giving

Thank you for taking the time to explore the benefits of gift planning. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Community Foundation who are benefiting from life income gifts, gift annuities and are naming their Charitable Funds as beneficiaries in their estate plans. We hope you will enjoy reading some of our donors' stories and consider creating a plan that serves your family and your charitable interests.
Personal Planner - Bypass the Estate Tax
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title...
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Savvy Living - Adult Tricycles for Boomers and Beyond
Adult Tricycles for Boomers and Beyond
"What can you tell me about three-wheeled bicycles? I'm 67 years old and would like to take up recreational bike riding but don't trust myself on a two-wheeler." Three-wheeled bikes, also known as...
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Donor Stories - Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
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Washington News - Check Out Your 2012 Taxes
Check Out Your 2012 Taxes
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website. Surveys by the AICPA show that most Americans do not realize how much they are paying in federal,...
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