Planning Options
Once you have established your philanthropic goals and identified assets to give, you can determine which giving instruments best meet your financial objectives. Whether you want to simply remove assets from your estate, avoid taxes on capital gains, establish a life income, preserve more of your estate for your heirs or provide maximum support for the causes that are important to you, Grand Rapids Community Foundation can help. Our staff would be happy to meet with you to discuss planned giving opportunities.
Donors who have included the Community Foundation in their estate plans or have created a life income gift to benefit the Foundation qualify to become a Metz Society member. Please contact a member of the development staff at 616.454.1751 or click Metz Society to learn more.
Charitable Gift Annuity
Receive a life income, determined by your age, in exchange for your charitable gift and qualify for multiple tax advantages.
Charitable Bequests
Make a charitable gift from your estate with a simple bequest, as noted in your will.
Charitable Trusts
Tailor a charitable lead or remainder trust to your unique philanthropic and financial objectives.
Life Insurance
List the Community Foundation as a primary, secondary or contingent benficiary of a life insurance policy.
Retirement Fund
Preserve the value of retirement funds and prevent your family from paying estate and income taxes by naming the Community Foundation as a beneficiary.
Real Estate Remainder Interest
Make a generous charitable gift while retaining lifetime use of your property.
To learn more about planned giving options or membership to the Foundation's Metz Society, please call 616.454.1751 to speak with a member of our development staff.© Grand Rapids Community Foundation - 185 Oakes Street SW - Grand Rapids, Michigan 49503 - 616.454.1751
