Planned Giving –
Creating A Legacy
A planned gift to The Community Foundation is a simple yet significant way for you to make a lasting impact after your death. Once you have provided for your loved ones, we can help you structure a planned gift that will satisfy both your philanthropic and tax goals. Let us help you integrate charitable giving with your 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.
Some can be structured to provide life income for you or your family; others only become effective upon your 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.