Planned Giving Partnerships

The Foundation offers nonprofit organizations with a reserve fund or an endowment fund several resources to establish a turn-key planned giving program. Our staff collaborates with you and your donors to arrange the planned giving vehicles listed below. This program requires no upfront investment, additional staff training, or organizational liability. We handle all the administrative and tax reporting details on your behalf. Our staff can meet with your development staff or board, run gift scenarios, or sit down with a donor, so you don’t have to worry about being an expert in planned giving.


We Assist Donors in Establishing

  • Charitable Gift Annuities

    Charitable Gift Annuities – These gifts provide an annuity to the donor during their lifetime and will ultimately support your organization’s activities. Gift annuities can be funded with cash, marketable securities, or IRA distributions.

  • Charitable Remainder Trusts

    Charitable Remainder Trusts – Charitable trusts can also be funded with any type of property that has value, including cash, marketable securities, real estate, personal property, closely-held stock, etc. We consult with your donor to set up the most suitable trust type and issue quarterly checks to trust beneficiary donors. At the end of the trust term, the remaining assets flow into a Foundation designated fund that supports your organization.

  • Charitable Lead Trusts

    Charitable Lead Trusts – This trust makes yearly distributions to a donor-designated fund at the Foundation for the benefit of your organization. It provides a way for your donor to transfer assets to their heirs at a reduced tax rate.