Giving Now, Giving Later

Give now: By establishing a fund today, your client can support favorite charities during his or her lifetime and in perpetuity. Many of our donors add to their funds each year, suggest grants on a regular basis, and name the fund in their estate plans as well.As a public charity, the Community Foundation offers donors the maximum charitable tax deduction permitted by law. It may be advantageous for your client to make a current gift based on this year’s tax situation and to distribute grants from the fund in future years.

Give later: Giving by estate plans allows your client to divide property between loved ones and charitable interests in whatever manner may be desired. Estate taxes are saved too.

Rather than writing specific bequests to several charities, your client may prefer to create a single fund within the Community Foundation or add to one which already exists. We then carry out the donor’s charitable interests in perpetuity, acting as stewards of the funds and ensuring that all recipients continue to be viable charities. All gifts will be made in the name selected by your client.

Cultivating charitable planned giving is a central goal of the Foundation. Through thoughtful planned gifts, we strengthen community grantmaking, support sustainability of the agencies serving our neighbors and keep vital community capital in the Ozarks region.

This year, the Community Foundation of the Ozarks is undertaking a major initiative to expand planned giving commitments. The initiative sets an ambitious goal of adding one new Legacy Society member from each affiliate community foundation and 20 new members from the Springfield Metro area. To view more information about this important initiative, please view our Planned Giving Initiative page.