Planned Giving –
Creating A Legacy
A planned gift to The Community Foundation is a simple yet significant way for your client to make a lasting impact after his or her death. Once they have provided for loved ones, we can help you structure a planned gift that will satisfy both their philanthropic and tax goals. Let us help you integrate charitable giving into your client’s estate plan.
|Eleanor Gay worked tirelessly for her community—she was devoted to her students during her career as a counselor at what was then Florida Community College at Jacksonville. She later worked with The Community Foundation as a grantmaking consultant, and ultimately served on The Community Foundation Board of Trustees. Her generosity throughout her life will continue in perpetuity through a legacy gift to The Community Foundation for the causes that matter to her.
We have many ways for your clients to plan now for a gift that will occur later. Some can be structured to provide life income for them or their family; others only become effective upon death. But each one can help make life in Northeast Florida better for all.
- Avoid capital gains tax on appreciated value
- Create income for life
- Reduce estate taxes
- Carry out your charitable intent
- Preserve your assets in perpetuity
- Create a permanent legacy
Some Planned Giving Strategies:
The purpose of this website is to provide general gift, estate, and financial planning information. The Community Foundation for Northeast Florida is not engaged in providing legal or tax counsel. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.