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Giving

Ways to Give

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We can administer the broadest possible range of charitable investments. Donors can use a wide variety of assets to start a fund, such as:

  • Gifts of cash or publicly traded securities

  • Assignment of a life insurance policy

  • Charitable Remainder Trusts

  • Charitable Lead Trusts

  • Bequests

  • Transfer of Private Foundation assets

  • Real estate

  • Gifts of tangible personal property

You are encouraged to work with your estate planning professional or tax advisor to determine the type of gift that is right for you and your family. Tax deductions are earned when your gift is made, while grants awarded from your fund will continue into the future. Under most circumstances, contributions that are made to start a fund or add to an existing and are never spent. Only the growth or income a fund generates is available for making grants.

If you wish to learn more about establishing a fund or making a gift, please contact Connie Hawk at 740.349.3863.

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