Planned Giving

WE CAN HELP YOU GIVE

beyond your lifetime.

Planned gifts offer donors a way to continue their philanthropy beyond their lifetimes.

The Community Foundation offers many options for planned gifts. Some of these vehicles allow you to make charitable contributions while preserving economic security for yourself and your loved ones. Planned gifts also can provide you with important tax savings and other benefits while allowing you to leave a permanent, growing legacy. Giving options vary, depending on whether you want to give now or in the future.


Bequests

Naming the Foundation in your will or trust is a popular way to support the community and your charitable interests. A charitable bequest to create an endowment or add to an existing fund can designate a specific amount, a percentage of your estate or what remains after other bequests are fulfilled. Benefits can include significant estate tax savings. They are easy and revocable if circumstances change. Learn more.


Charitable IRA rollover

Allows you or your designee/s to receive an income for the life of the trust, with the remainder passing to the Foundation to support a cause or fund/s that you’ve identified. Benefits can include capital gains avoidance, reduced income taxes and provisions for your spouse or heirs. The Foundation doesn’t act in a trustee capacity, but we do work with donors and their chosen trustees. Learn more.


Retained life estate

You can deed real estate to charity, save taxes now with a current deduction and enjoy the property for the rest of your life. The Foundation can help transform your property’s value into a legacy to benefit your community and meet charitable intents, while allowing you to realize financial and tax benefits. Proceeds from the eventual sale of the real estate will help leave your legacy and carry out your charitable intentions. Learn more.


Life insurance

If your need for life insurance has decreased, transforming the policy into a gift can help you meet your philanthropic goals, realize income tax savings, estate tax advantages and extend your charitable reach with a low annual cost. Transferring ownership of a cash value policy to the Foundation may allow you to receive a tax deduction based on its current value. Learn more.


Ready to Make a Planned Gift?

If you wish to include Dubois County Community Foundation in your estate plans, please use our legal name and Federal Tax ID:

Legal name: Dubois County Community Foundation, Inc.
Address: P.O. Box 269, Jasper, IN 47547-0269
Federal Tax ID Number: 35-1990305