Planned Giving

Planned Giving

If you want to build charitable giving into your estate plan, the Community Foundation for Brevard can help you realize your goals, achieve tax advantages and leave a growing legacy for generations to come. This is philanthropy that is amazingly accessible and will have a major, lasting impact on your community.

There are a variety of deferred giving methods tailored to your unique situation so that you and your loved ones can enjoy financial security and provide resources for community needs for generations to come.

Bequest by Will

A legacy of giving.

Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through your community foundation, we create a special named fund that benefits the community forever and becomes your personal legacy of giving.

Charitable Gift Annuity

Income for today, a gift for tomorrow.

Giving through a Charitable Gift Annuity allows you to arrange a generous gift to your community, while providing yourself a new income source you can count on for the rest of your life.

Charitable Remainder Trust

Planning for the future – for you and your community.

Giving through a Charitable Remainder Trust allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community.

Charitable Lead Trust

Giving back to community and your loved ones.

A Charitable Lead Trust helps you remove assets from your estate and build a charitable fund with your community foundation during the trust’s term. When the trust terminates, the remaining assets are transferred to you or your heirs, often with significant transfer-tax savings.

Life Insurance

A simple way to give a significant gift.

Giving through life insurance is one for the simplest ways to make a significant contribution to your community and establish your legacy of giving. You can make a gift when life insurance is no longer needed for personal financial wealth replacement.

Contact us for more information and ideas on ways to integrate your financial planning with charitable giving.