Outright Gift

You can make a gift of cash, stocks, bonds, real estate or other assets to the Saginaw Community Foundation. Your charitable gift qualifies for tax advantage under federal law.

Bequest by Will

You can designate a gift or portion of your estate to the Saginaw Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.

Charitable Gift Annuity

You can make a gift of cash or property to the Saginaw Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.

Charitable Remainder Trust

You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Saginaw Community Foundation and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust.

Charitable Lead Trust

You can place cash or property into a trust that pays a fixed amount to the Saginaw Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

Beneficiary Designation

You can make the Saginaw Community Foundation a full or partial beneficiary of your life insurance policy or retirement account. It’s an easy way to make a legacy gift without modifying your estate plan. Upon your death, your gift is placed into the charitable fund of your choosing.

Contact us

For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact Saginaw Community Foundation at (989) 755-0545 or via email.