Methods of Giving

We offer a wide range of gifting options and vehicles that you can use to establish or add to a named charitable fund. Since we are recognized by the Internal Revenue Service as a public charity, donors are provided with the maximum tax benefits allowed by law. Once your fund is established, you can add to it at any time and in any dollar amount.

Here are some of the flexible giving options you can select for your charitable giving:

Outright Gift. You can make a gift of cash, stocks, bonds, real estate, or other assets to the Lincoln Community Foundation. Your charitable gift qualifies for an income tax deduction and could avoid capital gains tax.*

Bequest by Will or Trust. You can designate a gift or portion of your estate to the Lincoln Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.*

Charitable Gift Annuity. You can make a gift of cash or property to the Lincoln Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.*

Charitable Remainder Trust. You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life or a fixed number of years. After the termination of the trust, the remainder of the balance transfers to the Lincoln Community Foundation and is placed into a charitable fund supporting the cause(s) of your choice. You receive income tax benefits the year you establish your trust.*

Charitable Lead Trust. You can place cash or property into a trust that pays a fixed amount to the Lincoln Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you can receive a substantial reduction in federal gift and estate taxes.*

Life Insurance. You can name the Lincoln Community Foundation as the owner and designated beneficiary or partial beneficiary of a life insurance policy. Your gift could reduce your estate and income taxes.*

*Please consult your tax advisor to determine how a charitable gift could benefit you.

There is so much more we'd like you to know. For more information and ideas on ways to integrate charitable giving with a financial plan, ask your financial advisor or contact the Lincoln Community Foundation at (402) 474-2345, toll free (888) 448-4668 or lcf@lcf.org. We will be happy to work with you and/or your advisor to determine the most effective ways to accomplish your charitable goals.

© 2003 Council on Foundations and Community Foundations of America


215 Centennial Mall South, Suite 100 · Lincoln, NE 68508
P: (402) 474-2345 · F: (402) 476-8532 · Email