Give to an existing fund or establish your own Fund through a gift of cash or property. Transfer shares of stock to the Foundation and receive special tax treatment as a result of the gift. Include the Foundation in your will or estate plan. A bequest may be for a specific amount or for the residue of an estate or any portion thereof. Give a gift of life insurance.
Life insurance can be an ideal way to create a major gift at a relatively low cost to the supporter.
A tax receipt is issued for the premiums paid by the donor when the Foundation is named owner of a new or existing policy. Transfer an existing Private Foundation or Charitable Trust. Administrators may find it practical and economical to transfer assets to a Fund within The Kitchener and Waterloo Community Foundation. This will assure the intent of the fund in perpetuity. Set up a charitable remainder trust or other planned giving instrument to suit your financial needs and benefit your community.