Community Foundation of Cedar County
Professional Advisors
The Community Foundation of Cedar County works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Community Foundation of Cedar County helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.
As a professional advisor do you ask yourself, "How can I recommend charity without recommending a charity?" The answer is simple. Talk to your clients about giving through Community Foundation of Cedar County.
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there's a simple solution. It's your local community foundation, the Community Foundation of Cedar County. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Community Foundation of Cedar County offers a variety of giving options - including the ability to set up a charitable fund in your client's name. It's just one way Community Foundation of Cedar County can help you help your clients achieve their charitable goals.
Types of Funds available at the Cedar County CF
Nonprofit Organization
Affiliate Community Foundation Funds
Designated Funds
Donor Advised Funds
Field of Interest Funds
Scholarships
Unrestricted Funds
Types of Gifts Available at the Community Foundation of Cedar County
CHARITABLE ASSETS
Outright Gift - The simplest way to make a big difference.
You can make a gift of cash, stocks, bonds, real estate, or other assets to your local community foundation. Most charitable gifts qualify for maximum tax advantage under federal law.
Gift of Real Estate - A charitable gift unearthed.
Making a charitable gift of real estate through your local community foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own. With the help of your community foundation, you can use it to fulfill your charitable interests and receive financial and tax benefits.
Gift of Life Insurance - Community as your beneficiary.
Life insurance provides a simple way for you to give a significant gift to charity, with tax benefits that you can enjoy during your lifetime.
Retirement Plan Beneficiaries - Working to provide for the future.
Retirement Plans provide an opportunity for you to help plan for your community's future. They can be one of the most effective assets to transfer to your local community foundation because retirement plans produce taxable income. By naming your local community foundation as the beneficiary of your retirement plan, you could receive a number of benefits.
Gift of Appreciated Stock - Turning stock market gains into community investment.
Everybody wins when you make a gift of appreciated stock to your local community foundation. Your gains are put to good use. Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction based on the full market value.
CHARITABLE INSTRUMENTS
Outright Gift - The simplest way to make a big difference.
You can make a gift of cash, stocks, bonds, real estate, or other assets to your local community foundation. Your charitable gift may qualify for maximum tax advantages under federal law.
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 local community foundation, we establish a special 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 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, tax free.