Connecticut Toolkit for Giving

 

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Ways to Give

Here is a brief summary of the key points you will want to know about eight options for giving. This summary will give you a better understanding of these options and will help you as you consider them or discuss them with your financial advisor and move forward to the next phase of your giving plan.

Your contribution may consist of almost any property, tangible or intangible. Frequent gifts are cash, marketable securities (quotations usually must be available on an established securities market), stock in a closely held corporation, life insurance policies, mutual funds, income from trust funds, artwork, and real property (with values determined by independent appraisal).

  1. Make a direct gift to an established charity.

  2. Give to or through a community foundation or other public foundation.

  3. Create a family foundation or other private foundation.

  4. Develop a giving program or a foundation through your company.

  5. Establish a donor-advised fund at a commercial institution or a nonprofit.

  6. Establish a supporting organization.

  7. Start or join a giving circle.

  8. Explore your planned giving options.

 

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©2003, 2004 Connecticut Council for Philanthropy