Community Savings Accounts Provide Vehicle for Estate Gifts

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One of many reasons to have or start a community savings account (CSA) for your area is to provide a vehicle for donors to leave an estate gift to their hometown. Many former or current residents of your area might have charitable goals and wish to give back locally.

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Crafting Your Legacy

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Living in America means that we are among the wealthiest people in the world.  Does that mean we all have large, complicated estates?  No.  But it does mean that most of us have some assets that we’ll want to make sure we get to the right people or organizations when we pass away.

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Gift Type Spotlight: Appreciated Securities

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The estate of Francis Kramer distributed $260,000 to the Tripp County Community Foundation—the largest individual gift since the local foundation’s inception in 1995. The gift will make $11,000 additional dollars available each year for distribution to local nonprofits.

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“Give it Twice” to support charity

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Are you looking for a way to help secure your family's future while making a gift to charity? It's possible to achieve these goals and enjoy valuable income and estate tax savings with a “give it twice” trust. 

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