Planning gifts to charity is easy for your clients through The Community Foundation of Harrisonburg & Rockingham County.
Pension Plan Assets
We accept many retirement plans and can help your clients limit tax liability on unspent retirement assets and benefit a charity in the process.
Bequests
Including a charitable bequest in your clients’ wills or trusts is a simple way for them to make a lasting gift to their community. When they make a gift to charity through The Community Foundation of Harrisonburg & Rockingham County, we establish a special fund that benefits the community forever and becomes their personal legacy of giving.
Charitable Remainder Trust
Your clients can place assets in a trust that pays annual income to them or another named beneficiary for life. After their 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
Your clients 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 they select. Once this predetermined period ends, the assets held by the trust are transferred to the beneficiaries they name.
Life Insurance
Your clients 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 them 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.
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Amanda Bomfim2023-09-18 16:49:462023-09-18 16:50:01Disaster relief efforts and The Community Foundation’s collaborative role
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Amanda Bomfim2023-08-22 08:22:442023-08-03 18:32:36Helping your clients get organized: Structure is a critical step in multi-generational philanthropy
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Amanda Bomfim2023-08-15 08:23:122023-08-02 17:27:30It’s (always) a great time to review your estate plan and legacy gifts
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Amanda Bomfim2023-08-08 08:13:202023-08-02 17:20:49Like entrepreneurs, philanthropists inspire and innovate through their investments
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Amanda Bomfim2023-08-07 08:28:462023-08-03 18:31:44Legacy giving: A conversation that’s full of opportunity
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Amanda Bomfim2023-08-02 17:10:342023-08-02 17:10:34Making it fun: Tips for teaching children about philanthropy
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Amanda Bomfim2023-07-11 11:11:042023-07-03 11:13:33Unlock the unexpected power of regret to grow your charitable giving
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Amanda Bomfim2023-06-15 12:44:092023-06-15 12:44:09Recognition or anonymity: Which one’s for you?
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