Case studies

These case studies illustrate just a few of the variety of transactions – ranging from the simple to the complex – that the Community Foundation has handled for our donors. We often work with a donor’s accountant and financial and legal advisors to complete these transactions.

Perhaps the most powerful use of the Community Foundation is to assist donors with the planning and execution of their charitable wishes even after their deaths.  These plans are highly personalized and may involve anything from handling specific bequests to teaching succeeding generations about and getting them involved in the family’s philanthropy.

Simplified giving

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Building a legacy

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Unique and complicated gifts

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