Planning with Purpose
A well-executed estate plan may reduce taxes and probate costs, so that more of the fruit of your labor goes where you want it to go.
While your estate plan comprises various legal and financial documents, it can also serve as a final message that reflects your personal values and leaves a lasting legacy by which your family and community will remember you.
Your enduring gifts help sustain and support nonprofits, allowing organizations throughout our community to survive fluctuations in both the economy and in annual charitable giving.
Your planned gift is invested with us, growing over time to make an ongoing positive impact for as long as you choose.
Benefits of Legacy Giving
- In partnership with your advisors and family, Foundation staff will craft a plan to maximize your charitable impact and tax efficiencies.
- Access to Community Foundation resources, publications, experts and our knowledge base of nonprofits in the Greater Capital Region.
Let's Make Plans
Planned giving can be complicated. Our team can help you and your advisor identify the best ways to produce retirement income, or reduce estate and income taxes. We’re here to help develop your planned giving so it achieves your objectives — and reflects your values.
Planned gift options include:
Portraits of Generosity
Learn how your friends and neighbors are supporting the place they call home.
Joan S. and Peter R. Weill Endowed Fund Distributes First Grants
Honoring John Boyd’s Legacy
