WAYS TO GIVE... 2006-2007 Donors
Outright Gift: You can make a gift of cash, stocks, bonds real estate or other assets to your community foundation that will qualify for the maximum tax benefit under state and federal law. We also accept gifts made with credit cards.
Bequest: You can designate a gift or portion of your estate to your community foundation and in some cases receive substantial reductions in federal gift and estate taxes.
Pooled Income Fund: You can place cash or property in the community foundation Pooled Income Fund and receive annual income yourself, or for another named beneficiary, for life. At death, the proceeds are removed from the fund and placed in a new or existing component fund in the Community Foundation you have selected. You receive a partial charitable income tax deduction based on the calculated remainder value of the gift.
Charitable Remainder Trust: You can place cash or property in a trust that pays annual income to you or another named beneficiary for life. After your death the remainder of the trust sum is transfered to the community foundation and placed in a charitable fund you've elected. You receive income tax benefits the year you establish the trust.
Charitable Lead Trust: You can place cash and property in a trust that plays a fixed amount to your community foundation for the number of years you select. Once this time period ends the assets held in your name are transferred to the you name. In some cases you receive a substantial reduction in federal gift and estate taxes.
Community Foundation of Southern Wis., Inc
111 N Main St
Janesville, WI 53545
608-758-0883
