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An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!
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In addition to helping donors manage their lifetime giving, the Community Foundation also stands poised to help donors manage their legacy giving through their estate plans. By making plans now, you can be intentional about creating a timeless legacy. Let the Community Foundation guide you to support the organizations and causes you care about . . . forever. You don't have to be wealthy to make a legacy gift. Even a modest amount, given through your estate plan, can make a big impact over time.
The Legacy Society is a way for the Community Foundation of Greater Huntsville to honor those who have made a lasting commitment to the Greater Huntsville area with a gift through a will, trust, fund agreement, or other planned gift designated for the Community Foundation or for an endowment fund managed by the Community Foundation in perpetuity. Membership is voluntary and free. As a Legacy Society member, you have the option to remain anonymous or to be recognized for your generosity. You may also receive invitations to designated Legacy Society events.
Legacy Society members inspire others to leave an enduring impact on the causes that matter to them.
Contact your professional advisor to discuss how you can make a gift to establish a permanent legacy with the Community Foundation:
Composing a legacy is often as simple as adding a few sentences to your estate plans.
If you have already made a gift or have included the Community Foundation in your estate plan, please contact us to let us know. We would be honored to include you in our Legacy Society.
If you are interested in learning more about how to include the Community Foundation as part of your legacy planning, please contact [email protected] for more information. Because of your legacy gifts, the Community Foundation can continue to mobilize generosity to improve the quality of life in our community, and you can be intentional about creating the legacy you wish to leave for this community you love.
The Community Foundation of Greater Huntsville's Legacy Society recognizes individuals who have remembered the Community Foundation in their will or estate plan. While we honor those who have notified us of their plans, we also appreciate those who wish to remain anonymous.
Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.