Legacy Gifts

• A Bequest from a Will or Living Trust

  By simply naming the Claremont Community Foundation as a beneficiary for a fixed dollar amount or percentage of your estate, your philanthropy will continue to fund programs you care about and support.

• Charitable Remainder Trust (CRT)

  This unique trust allows you to make significant and meaningful gifts while at the same time providing for your current personal income needs. The income and estate tax benefits may be significant. In addition, you may avoid the capital gains tax on the sale of a highly appreciated asset, such as a business, real estate or stock.

• Retirement Assets

  IRAs, 401(k)s and Pension Plans make excellent sources of gifting. By naming CCF as the beneficiary of these funds, you and/or your family will avoid the income and estate taxes that could take upwards of 50 - 75% of your estate.

• Life Insurance

  Life Insurance provides you a unique opportunity with a relatively small annual premium to provide a significant gift for CCF in the future. You may also gift your current policies that are no longer needed. Also, using life insurance is an excellent way to replace other gifts you have made or intend to make.

• Other Property

  For example, special books, coins, stamp collections, jewelry, automobiles, boats, art, sculpture, paintings or writings that you own may make excellent gifts to support CCF while receiving tax benefits. Gift acceptance is subject to Board approval -- some types of assets or real property may not be suitable for CCF purposes.

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