Leave a legacy of generosity and have an impact on the charitable causes and organizations you care about most with a planned gift through the Delaware Community Foundation.
A legacy gift, also known as a planned gift, is a way to make a meaningful charitable contribution with minimal or no impact on your finances during your lifetime. In some cases, legacy gifts can result in tax advantages for you or your loved ones.
The right type of legacy gift depends on your personal circumstances and financial goals. The DCF can partner with you and your financial advisors to determine the best way to achieve your charitable and community impact goals.
There are many ways to leave a charitable legacy, including through:
- Bequests — A simple bequest can be made easily through your will or revocable trust, donating a fixed amount or a percentage of your estate.
- Retirement Plans — You can help to transform lives and avoid taxes associated with retirement plan assets by designating the DCF as a beneficiary.
- Life Insurance — You can make a meaningful gift for pennies on the dollar by designating the DCF or a fund at DCF as the beneficiary of your life insurance policy. You can also donate your existing policy to the DCF by naming the DCF as policyowner and beneficiary.
- Charitable Remainder Trusts/Annuities — Through a charitable remainder trust or similar vehicle, you may be able to make a gift that generates a guaranteed stream of income for you or a loved one, for a period of years or a lifetime, and support the DCF or one of its funds.
- And more!
We make legacy giving simple, joyful and powerful. The DCF handles all the administrative requirements, from investments to paperwork.
To begin the process of establishing a legacy fund at the DCF, please contact us at [email protected] or 302.571.8004.
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