Tax Savvy Giving

The Community Foundation offers several vehicles to help your client create impactful charitable giving. You are encouraged to use the full menu of giving vehicles to help your clients realize their philanthropic goals. They may establish and make additions to their Fund using both current and deferred gifts.

Types of Gifts We Can Accept

LIQUID ASSETS

Cash, credit card, or publicly traded securities can easily be used to add philanthropic resources to a fund. A gift of appreciated securities provides your client with an immediate charitable deduction for the full market value while avoiding capital gains taxes typically due upon sale. Click here for instructions.

CompleX Assets

We accept gifts of closely held stocks, bonds, mutual funds, real estate, or other real assets. Contact us to explore your options.

If your client is 70.5 or older, an IRA charitable rollover (QCD) allows them to make a tax-free transfer of up to $100,000 each year directly to certain types of funds (but not to a DAF) at The Community Foundation without taking the distribution as taxable income. Contact us for more information.

Legacy Gifts

Your client can make a gift to The Community Foundation through a bequest in a will or trust, beneficiary designation for retirement assets (IRA, 401K, 403B) or life insurance policies, or charitable remainder trust. To discuss planned giving options, please contact Rebecca Rothey at 202-263-4766 or rrothey@thecommunityfoundation.org.

Ways to Give

DONOR-ADVISED FUNDS

A simple, convenient, and effective way for your client to make philanthropic contributions with a single gift. Setting up a charitable giving fund is easy, rewarding, and doesn’t require great wealth. Creating a fund at The Community Foundation allows your client the opportunity to organize philanthropic activities through one expertly-managed and cost-effective charitable vehicle.

SUPPORT ORGANIZATIONS

A supporting organization is an alternative to starting your own private foundation. You can work with The Community Foundation to hire staff and convene a board to control investments and grantmaking, and The Community Foundation handles all of the administrative oversight.

Private Foundation PARTNER

Many families who have private foundations find it useful to also have a donor-advised fund to diversity their giving vehicles and maximize the tax benefits of their philanthropy. In some cases, your clients may wish to convert a private foundation into a component fund within The Community Foundation. This enables your client to retain the name and purpose of the private foundation while also taking advantage of the tax benefits.