Planned Giving Options through Lincoln Community Foundation
If your client is interested to make a gift through their estate, please reach out to one of our experienced staff members at Lincoln Community Foundation to learn about the many options available for charitable estate planning:
- Susan Crotteau – susanc@lcf.org, Director of Planned Giving
- Chip DeBuse – chipd@lcf.org, Vice President, Development and Legacy Planning
- Sandi Hansen – sandih@lcf.org, Vice President, Philanthropy Services
- Charitable Bequests
Clients can include LCF in their wills or living trusts to leave a lasting legacy. Bequests may be designated for specific nonprofits, unrestricted, or used to establish a fund.
- Charitable Gift Annuities
These provide donors with fixed lifetime income, with the remainder going to charitable purposes. Ideal for donors who want to support charity while retaining income.
- Charitable Remainder Trusts
Donors transfer assets to a trust that provides income to them or others for life or a term of years. Afterward, the remainder benefits the donor’s chosen charities.
- Retirement Assets
Designating LCF as a beneficiary of retirement plans (e.g., IRAs or 401(k)s) can be a tax-efficient way to support charity, as these assets may otherwise be heavily taxed when passed to heirs.
- Gifts of Appreciated Securities
Donating stocks or mutual funds directly to LCF can provide significant tax benefits, including avoidance of capital gains tax and a charitable deduction.
- Other Gifts
Real Estate: Donors may contribute homes, farms, or commercial property.
Charitable Lead Trusts: Provide income to LCF for a period, after which the assets return to the donor or heirs.
Pooled Income Funds: Donors receive income for life, with the remainder benefiting charity.
- Gift and Estate Planning Concepts
LCF works with advisors and clients on strategies involving:
Gift and estate tax planning
Trust structures
Legacy planning
