Planned Giving
A wonderful way to honor someone special is with a gift that has lasting meaning. These planned giving options can be a tribute to a family member or other loved one who has been an important part of your life. Your gift can be in memory or in honor of someone special, a gift of celebration for a birthday, anniversary, graduation, retirement, or other special event.
WILLS AND LIVING TRUSTS
Wills are a simple way to distribute your estate and to donate to organizations like CPSF. By creating a will or having your attorney make a simple revision to your current will, you can provide for loved ones and support your chosen organizations for years to come. You can specify a dollar amount, a specific property, a percentage of your estate, or amount left over after your loved ones have been taken care of.
RETIREMENT PLAN GIFTS
You may have a company pension plan, IRA or other private retirement plan that has accumulated funds beyond your needs. A gift from your retirement plan will assist with potential retirement plan taxes while providing vital funding to organizations that you support. It will be rewarding to know that your legacy gift will be used to help educate future generations.
LIFE INSURANCE
You can make an insurance gift by naming CPSF as the beneficiary or co-beneficiary of the policy which will give a gift much greater than its original cost. If you need current or future income for retirement, a charitable remainder trust can provide income to you and/or a loved one for a specified period of time.
GIFTS OF APPRECIATED STOCKS
Many people have securities that have increased significantly in value since the original purchase was made. You can conserve cash for other uses and maximize the value of your gift by using these stocks for charitable giving. Consider these options as you make financial plans. Your thoughtfulness and generosity through planned giving will benefit generations of children
To contact someone about arranging planned giving, or for setting up memorials to the CPS Foundation, please contact us.
Planned giving options include:
• Wills and Living Trusts
• Charitable Trusts
• Retirement Plan Gifts
• Life Insurance
• Gifts of Appreciated Stock
• Memorial & Tribute Gifts
A little planning now will make a big difference for generations to come.
Leave your mark in our community so that your accomplishments will continue to live on through your thoughtfulness. Planned gifts are one of the most signi cant and rewarding ways you can help shape the future. A planned gift helps ensure that generations to come will enjoy and benefit from your generosity. These gifts help others as well as help you meet your own personal, financial and estate planning goals.
Planned gifts are investments. As you plan for your career, children’s education and retirement, consider a planned gift that will provide a strong foundation of long-term financial security for the future of education in Columbia.
CPSF encourages you to seek professional estate-planning and financial advice to determine the best options for your financial goals. The information provided in this brochure does not constitute financial or legal advice and should not be relied upon in place of professional advice.
To learn more about planned giving opportunity, complete our contact form.