Estate Planning

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Protecting your charitable intent forever

Including the Community Foundation in your will or estate plan is a simple way to make a lasting gift to the place you call home. Because we protect your charitable intent forever, you can truly make a gift to the future of greater Birmingham.

  • Do you need your gift to provide current income as well as make possible a significant charitable legacy later?
  • How does your plan manage the impact of current income, capital gains, inheritance and estate taxes?
  • Will future generations be involved in carrying out your philanthropic legacy?
  • Do you want the Community Foundation to perpetuate your values and passions with maximum flexibility?

Your answers to these questions may determine how your estate plan looks.

  • You can make a simple bequest in your will or set up a more complex arrangement such as a charitable remainder trust or charitable lead trust.
  • You can use all types of assets to fund your planned gift: from cash, securities, life insurance, excess retirement plan assets, real estate, business interests, personal property and more.

We work in partnership with you and your estate planning advisors to find the best tools and strategies to make sure your charitable bequest provides maximum benefit and impact. And when you inform us about your gift, you join a special group of generous and forward-thinking people we call Community Builders.

Your personal estate planning consultant
Our staff builds on more than 50 years of ensuring the philanthropic legacy of our donors.

  • We can provide recommended language to document your charitable intent.
  • We can help you fulfill your wishes for future impact, including:
    • Support for community needs and opportunities as they change over time.
    • Transformational efforts to ensure the brightest future for greater Birmingham.
    • Passing on to your heirs much more than money through an estate gift to create an Advised Fund for your family, a simple yet enduring vehicle that unites them with each other and the community.

To learn more about flexible options tailored to your estate planning needs, contact Erin Stephenson.