Asset Options

Whether your client is interested in giving now or knowing what their planned giving options are, we can help. There are many ways for individuals, families, and corporations to make gifts to the Community Foundation of Greater Rochester and create opportunities for tax savings for themselves and/or their heirs. We help integrate charitable giving with financial and estate planning through the acceptance of the following assets to establish funds:

Current Gifts include cash, publicly-traded and closely held stock, life insurance, mutual funds, real estate, and tangible personal property.

Planned Gifts include bequests, charitable lead trusts, charitable remainder trusts, deferred compensation plans, or gift remainder interest in residence or farm with retained life estate. Because a bequest to the Community Foundation allows for an unlimited charitable estate tax deduction, and because combined federal and state estate taxes can be significant, bequests can create tax savings that will be passed on to your clients’ heirs. Through The Community Foundation, a bequest creates a permanent legacy that will serve the community for generations to come.

Call us to discuss how we can help you meet your clients’ objectives at 248-608-2804.

© 2017 Community Foundation of Greater Rochester, a 501(c)3 nonprofit organization.
303 East Street | P.O. Box 80431 | Rochester, MI 48308-0431

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