Planned Giving
Our Planned Giving program is an opportunity create a lasting legacy to support our programs and enables economic stability for our increasing number of community members in need.
Planned Giving and Estate Gifts may provide the following benefits:
- Lifetime income
- Income tax deduction
- Reduction of estate taxes and probate costs
- Avoidance or reduction of capital gains taxes
The following assets and instruments can be designated as gifts:
- Life Insurance
- Real Estate
- Stocks
- Cash
- Other assets – in accordance with CommUnify’s Gift Policy
Frequently Asked Questions:
- What is Planned Giving?
- What is a Planned Gift Program?
- What are the benefits of Planned Gifts for Donors?
- What is the difference between Planned Gifts and Memorial Funds?
- See Sample language for Planned Giving →
- What are Charitable Gift Annuities (CGA)?
- What are Endowment Funds?
- How do I create an Endowment?
- See Sample Endowed Fund Agreement →
The preparation of wills and trusts needs an attorney's professional training. These examples are shown as a public service to provide information of a general nature only. For your specific circumstances, professional legal and tax advice should always be sought.
For more information please contact Julie Weiner, Chief Development Officer at jweiner@CommUnifySB.org or call 805-964-8857 extension #1105. Reach Julie via cellphone at 805-637-1399