Charitable Gift Planning

The Community Foundation of Harrisonburg & Rockingham County can make planning your gifts to charity a simple process.

Fred & Gail Fox (Gail P. & Frederick L. Fox Fund)

Pension Plan Assets

We accept many retirement plans and can help you limit your tax liability on unspent retirement assets and benefit a charity in the process.

 Bequests

Including a charitable bequest in your will or trust is a simple way to make a lasting gift to your community. When you make this gift to charity through The Community Foundation of Harrisonburg & Rockingham County, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

 Charitable Remainder Trust

You can place assets in a trust that pays annual income to you or another named beneficiary for life. After your lifetime, or a term of years, the remainder of the trust can be transferred to a charitable fund at The Community Foundation of Harrisonburg & Rockingham County.

Charitable Lead Trust

You can place assets in a trust that pays a fixed amount to a charitable fund at The Community Foundation of Harrisonburg & Rockingham County for the number of years you select. Once this predetermined period ends, the assets held by the trust are transferred to the beneficiaries you name.

 Life Insurance

You can name The Community Foundation of Harrisonburg & Rockingham County as the owner and beneficiary of an existing or new life insurance policy, resulting in potential tax benefits for you and future gifts to charity for our community.

Planned Giving Legacy Society

The Legacy Society of The Community Foundation of Harrisonburg & Rockingham County honors donors who give to charity and establish endowed funds through their estate plans for the long-term benefit of nonprofit organizations and our community.