Quick and Easy End of Year Gift Planning

You might not realize that your Will does not control the distribution of your entire estate. You are able to direct a gift to any mission driven organization, including Community Foundation, without the hassle of amending your Will or Trust.

You can change your beneficiary designation on life insurance, IRAs, and 401(k) or 403 (b) accounts by contacting your plan administrators. You can name a successor charitable beneficiary for a DAF (donor advised fund) held here or elsewhere. You can also make checking, savings and brokerage accounts, security deposits, savings bonds and CDs POD (Payable on Death).

Community Foundation is happy to assist you with any of these strategies.