Giving & Investing
You can make gifts of cash and marketable securities to your fund at the Community Foundation. You can also make gifts of real estate, closely held corporation stock and other “unmarketable” securities, partnership interests, life insurance policies, retirement plan assets, charitable remainder trusts, pooled income funds, charitable lead trusts, and other tangible and intangible property, so long as those gifts meet the guidelines of the Community Foundation’s Gift Acceptance Policy, which policy is available upon request. Many donors prefer to contribute appreciated assets such as appreciated stock so that they obtain a tax deduction for the fair market value of the asset on the date the gift is made and avoid paying taxes on the gain. Most charitable gifts to donor advised funds qualify for maximum tax advantage under federal law.