Planned Giving

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So why does using the Community Foundation make sense to people? We say we help people who care with causes that matter Our fund holders say we make giving easy and effective. I'd like to share a bit about the work we do in our office, day to day, "behind the scenes," that ultimately is the reason clients and their advisors see working with the Founadation as making sense. We encourage donors to use charitable gift planning techniques when they make their gift to the Foundation. Gifting appreciated assets to avoid capital gains taxes Gifting ownership in an asset prior to a sale to avoid capital gains taxes Making a split interest gift to receive income AND benefit a favored charitable cause or need. Examples are charitable gift annuities and charitable remainder trusts. A charitable planned gift usually involves the assistance of one or more qualified specialists, but the Foundation can help make the process simpler We help donors to make a planned gift through their estate to the Foundation. A planned gift is as simple as a bequest stated in a will or trust The Foundation helps make the planned gift more meaningful by helping donors incorporate their personal values, and family and financial goals. The Foundation works with a client's professional advisors to suggest ways a planned gift can be made to maximize tax benefits. We work with donors and their families and/or advisors as their personal philanthropic advisor to help with their giving. We help them develop their own giving plan to accomplish their charitable goals We help them craft giving and/or scholarship programs unique to their goals We investigate charities per their request to educate them about which charities are the most cost effective and best at achievement of their mission We follow up on grants to see how the donors goals were met and report back our findings. We do much more. Philanthropic advising is a very personal service. We work closely with clients to achieve their goals, whatever they may be. These services are indeed unique in our community. Please consider recommending the Foundation to someone you know who is charitable. There is more to our services than most people know and once they learn more, they benefit, the Foundation benefits, and of course, the community benefits. Contact Chris Askin at 333-5499 or contact me directly at caskin@cfwnv.org. Celebrating 10 years... connecting people who care with causes that matter. Personal Planner Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... Benefits for Family and Community Foundation Western Nevada There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story. Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>. A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>. Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process. View the donor stories. View a personal color story for yourself. Read the Personal Planner. View the Personal Finance Note for this week. Learn about personal finance news. Meet our planned giving staff. We are here to help you. Sign up for our free weekly personal finance newsletter. Chris Askin Executive Director Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. Professional Advisors We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mstewart@cfwnv.org. If you are a professional advisor, you may take the following steps on this site. View the latest charitable tax news. Research charitable tax questions. Calculate a charitable deduction. 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