Ways to give later

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BEQUESTS
Providing a gift in your will to Coastal Community Foundation is an additional way of supporting your favorite charities in perpetuity. You can also name an endowment fund at Coastal Community Foundation as the beneficiary of your IRA, pension plan, or life insurance policy. Charitable bequests can be designed so as to give the most favorable tax treatment to your beneficiaries.

CHARITABLE REMAINDER TRUSTS
A charitable remainder trust can be created as a vehicle that pays you or your chosen beneficiary income for life, or for a fixed term, or both. After the term's completion, the remaining property passes to a charitable beneficiary such as a fund at Coastal Community Foundation, or another charity of your choice. This flexibility allows you greater spendable income and reduced taxes during your lifetime.

CHARITABLE LEAD TRUST
This vehicle is unlike the charitable remainder trust in that income first goes to the charity for a fixed period with the property later reverting to you or your beneficiary. This trust is often used as part of an estate plan.

LIFE ESTATES
You may deed your home or property to Coastal Community Foundation and retain the right to live there for the rest of your life. This allows you to take a charitable deduction for the current value of the remainder of the property after death, and thereby avoid any capital gains tax. When the life estate ends, the real estate is sold and proceeds are used to support funds at Coastal Community Foundation or any of your favorite charities.

LIFE INSURANCE
Life insurance provides a simple way for you to give a significant gift to charity with tax benefits that can be enjoyed for a lifetime. Check with Coastal Community Foundation staff for more information on how insurance policies can further your philanthropic goals.

Please see the STATEMENT OF INTENT (PDF), to help you implement your deferred giving wishes.