Skip to main content

Planned Giving

A planned gift is an investment in the future of our community.

Options may include gifts through your will or estate plan, retirement accounts, life insurance, real estate and charitable trusts. Planned giving can help you support the people and causes you care about while creating a legacy that continues beyond your lifetime.

Bequest Through Your Will

A bequest is one of the easiest ways to create a lasting charitable legacy.

By including The Community Foundation in your estate plans, you can support the future of Hancock County while maintaining control of your assets during your lifetime.

Best for: Anyone who wants to leave a lasting impact for future generations.

Charitable Gift Annuity

A charitable gift annuity lets you support causes you care about while receiving lifetime payments. 

It combines charitable impact, personal financial goals, and a lasting legacy.

Best for: Donors looking to support charitable causes while receiving income.

Charitable Remainder Trust

A charitable remainder trust can provide income to you or your loved ones while supporting the community over time. 

When the trust ends, the remaining assets can support more charitable giving.

Best for: Donors seeking both income and long-term community impact.

Charitable Lead Trust

A charitable lead trust supports charitable causes now while allowing assets to ultimately pass to family members or other beneficiaries. 

This strategy can help donors balance philanthropy, family planning and legacy goals.

Best for: Donors pursuing advanced charitable and estate planning strategies.

Retirement Plan Assets

Naming The Community Foundation as a beneficiary of retirement assets can be a simple and effective way to support charitable causes in the future. 

Many donors find this to be one of the most efficient ways to make a lasting charitable gift.

Best for: Individuals reviewing beneficiary designations as part of their estate plans.

Life Insurance

Life insurance can provide an opportunity to make a larger charitable gift than may be possible through other assets. 

Whether you donate an existing policy or designate a charitable beneficiary, life insurance can help create a meaningful legacy.

Best for: Donors who want to amplify their charitable impact through estate planning.

Real Estate

From farmland and rental properties to personal residences and commercial property, real estate can create lasting community impact. 

For many donors, real estate gifts unlock an asset's value while supporting the causes they care about most.

Best for: Donors who want to make a significant charitable contribution through property ownership.

Not Sure Which Option Is Right for You?

Tasha Dimling, MBA, CAP®

Director of Major and Planned Giving

Email Tasha Call (419) 425-1100