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Planned Giving Options

Bequests:


The simplest gift is a bequest in your will or trust that directs specific assets or a percentage of your estate to establish a fund or to add to an existing fund.


Charitable Remainder Unitrust:


Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.


Charitable Remainder Annuity Trust:


Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. Then remaining assets then go to charity.


Pooled Income Fund:


Your gift is pooled in a fund with gifts from other donors. You or others you name receive your gifts share of the income the fund earns each year for life. Your gifts share of the fund then goes to charity.


Retained Life Estate:


You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.


Charitable Lead Unitrust:


Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.


Charitable Lead Annuity Trust:


Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.


Retirement Plans and Insurance Beneficiary Designations:


You create a named fund at the Greater Green Valley Community Foundation (GGVCF) and designate us as the beneficiary and/or simply name GGVCF as the beneficiary of a retirement plan such as an IRA or 401(k) or life insurance policy. Upon death, the assets will transfer to the GGVCF, reducing estate and income taxes.


Gift of Stock (pdf transaction form here)


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