Phase I: your organization/your role
- Identifies and qualifies the donor
- Informs and cultivates the donor
- Explores the donor’s best planned giving option(s)
Phase II: the community foundation /beginning of the partnership
- Consults with you and your donor
- Evaluates your donor’s goals
- Prepares a gift proposal
Phase III: the community foundation/gift acceptance
- Finalizes the gift agreement
- Ensures due diligence with gift acceptance policies of The Community Foundation
- Liquidates assets and provides gift acknowledgement
Phase IV: the community foundation/your organization/ gift management & stewardship
- Invests proceeds from asset sale
- Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
- Provides ongoing consultation to you and your donor
- Keeps the donor informed about your impact to maintain relationship
Taking Care of the Valley: A Strong Tradition ›
09.27.2017
The Valley Gives Back™ website offers informative tools for a community-wide planned giving initiative.
12.10.2014
Making a charitable gift of tangible personal property through The Community Foundation can help you take an asset you no longer wish to own and put it to work for community good.
12.09.2014
You can make The Community Foundation the owner and irrevocable beneficiary of your life insurance policy and either give a paid-up policy or continue to pay premiums - all with tax benefits that you can enjoy during your lifetime. Learn more about gifts of life insurance.
12.09.2014
Cash, usually in the form of a check, is an easy and convenient way for you to support worthy causes in the community. Cash gifts enable you as a donor to claim a current tax deduction of up to 50% of your adjusted gross income in any one year when you itemize deductions, with the excess carried forward for an additional five years. Learn more.
12.09.2014
If you own highly appreciated stock, a pooled income fund may be an effective way to achieve your charitable goals, increase your income and save on taxes. Learn More about pooled income funds.
The Community Foundation accepts most securities as charitable gifts.
12.09.2014
Making a charitable gift of real estate through The Community Foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own.
IRA Designation Sample Letter ›
12.04.2014
Charitable Gift Annuity Sample Letter ›
12.04.2014
12.04.2014
