The Philanthropy Team
With us you can expect personal philanthropic advising by experts who understand your giving interests.
Meet the TeamChoose What to Give…
Nearly any asset can be converted to do good, often with tax and estate-planning benefits.
Cash
You can make contributions at any time, including online.
Securities
Gifting securities — public, closely held and restricted stock — can be a highly tax effective way for you to do more good.
Real Estate
Gifts of land, vacation homes, commercial properties and primary residences may be the most advantageous way for you to capitalize your charitable fund.
Tangible Property
From artwork to jewelry to antiques, you may have personal belongings that could be doing a world of good.
Retirement Plans
You can name the Foundation as a beneficiary of your retirement plan or make donations from your IRA into your charitable fund (except donor advised funds, which cannot accept IRA contributions).
Life Insurance
You can name the Foundation as a beneficiary or donate your fully funded policy during your lifetime.
Royalties
Income from royalties and distribution rights can be directed into your charitable fund.
Private Foundation
Convert your private foundation to a donor advised fund so you can save money and focus on your giving while we handle the administration.
…and When
We can help you experience the joy of giving today, and we welcome the opportunity to talk with you and your trusted advisors about including charitable giving in your estate plans.
Bequest
Consider a gift to the Foundation in your will or trust and join hundreds of forward-looking donors who have made sure their generosity continues forever.
Charitable Remainder Trust
You or your named beneficiaries receive income for a determined period of time, with the principal coming to the Foundation later to support the causes you name.
Charitable Lead Trust
Annual payments are made to a fund you establish at the Foundation for a set term. The remaining assets pass to your heirs in a tax-efficient means of transferring wealth to the next generation.
Charitable Gift Annuity
You make a gift now and receive income for life (or designate a loved one to receive income for life), and the Foundation uses the balance later to support the causes you name.
We’re happy to discuss your options with you!
