12 Days of Christmas, 12 Ways to Give Back

Outright Gifts

• Can be made as a general contribution or designated for specific programs of your choice

• Assets that can be given easily are bonds, cash, checks, mutual funds, partnership interests, tangible personal property and stocks.

Memorials

• A personal remembrance

• Honors the life of a friend, relative or colleague with a gift of love and hope

Tributes

• Provide meaningful, living gifts to a friend, relative or colleague

• Honors a special occasion, such as a birthday or anniversary

Bequests

• Giving through your will

• Adding a philanthropic organization like Community West Foundation as a beneficiary of your estate ensures your gifts never stop giving

Charitable Gift Annuity

• Allows you to donate cash or stock and receive a guaranteed payment from that asset for as long as you live

• Receive a charitable tax deduction for the year the gift annuity is established

• A portion of the income from the gift annuity will be tax free

Donor Advised Funds

• Similar to having a private foundation, without the administrative work and expensive set-up costs

• Allows you to make a gift to the foundation, receive an immediate tax deduction and recommend grants to charities you wish to support

Gifts of Life Insurance

• A flexible, cost-effective way to include Community West Foundation in your estate plans

• Donating the policy to Community West Foundation entitles you to a charitable tax deduction in the year you transfer the policy

Charitable Remainder Trust

• A gift that enables you to provide a lifetime income for yourself or a family member

• Remaining principal is passed to Community West Foundation to be used as you designate

Charitable Lead Trust

• Name Community West Foundation as a beneficiary of income for a specified amount

• When the trust expires, the remaining assets revert to beneficiaries

• May realize significant savings in estate taxeswhen the trust asset passes to your beneficiaries.

Retirement Plan Gifts

• If you pass away before your retirement funds are exhausted, high estate and income taxes can be imposed on the beneficiary

• Reduce this tax burdenby naming Community West Foundation as a beneficiary of your retirement plan

Real Estate

• Donate property to Community West Foundation and receive the benefit of a current income tax charitable deduction

• Continue to use the property for your benefit as long as you live

Establish a Scholarship

• One of the most important educational opportunities for present and future generations.

• Scholarships can be established as an endowment or annually at Community West Foundation to help support students

For more information on Giving Back Visit:

http://www.communitywestfoundation.org/