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 Do you want to make life better in greater Birmingham for generations to come? Once you make that decision, it's a simple process to include The Community Foundation of Greater Birmingham in your will or estate plan.
Talk with your professional advisor about how a gift to charity may affect other provisions for your family, as well as planning for maximum tax benefits. Your professional advisor will know what method of giving suits your needs - through a simple bequest, a trust or an insurance policy.
Get the correct language to make the gift, whether you add it to your will, as a codicil or in a living trust.
Inform The Community Foundation that you want to make such a gift. We can help you determine which type of grantmaking fund or unrestricted gift meets your charitable goals and do the paperwork to make sure that your wishes are followed when your gift comes to The Community Foundation.
Your choices include:
- Establish a designated fund to benefit specific charities that you select.
- Establish a grantmaking fund for future generations, naming advisors from your family to make grant recommendations.
- Make an unrestricted gift to an existing Community Fund or establish a new Community Fund, dedicated to meeting the changing needs of the community.
Click here to ask a question or contact a member of our staff directly at 205-327-3800.
Use this suggested language to include The Community Foundation of Greater Birmingham in a will, codicil or living trust.
Click here to see the variety of grantmaking funds that you can set up today and fund completely or partially through a legacy gift. |
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