You can make charitable provisions to Start a Fund at the Community Foundation of Broward at a later time. Gifts that you plan now, including gifts from your estate, can be used to establish or add to your Fund later.
Bequest:
A provision in your will or trust is perhaps the simplest way to create your legacy. This allows you to leave a meaningful charitable gift after you are gone, and assets are no longer needed.
You can care for those close to you, then direct the remainder, a percentage, or even a specific item or dollar amount, to the Community Foundation of Broward to fulfill your charitable wishes. We will preserve your family name and forever connect you to the causes about which you care deeply.
Charitable Remainder Trust:
This allows you to provide income to yourself or others for a period of years. After that, what remains in your trust establishes your charitable Fund at the Community Foundation of Broward.
Charitable Lead Trust:
This allows you to first make annual payments to start and build your charitable Fund to support causes that matter to you. At the end of the established period of time, the remainder is distributed to your beneficiaries.
Charitable Gift Annuity:
An excellent option that works much like a charitable remainder trust, allows you to receive income for your lifetime often at a much higher rate than CDs or stock dividends. After that, what remains of the annuity establishes your charitable Fund at the Community Foundation of Broward.
To learn more about any of these planned gift options call
Mark Kasper, Director of Gift Planning at 954-761-9503 x 113.