Mayerthorpe Area Commmunity Foundation

Gift Options For Donors

The ways to give to an endowment fund are as diverse as a donor's circumstances. Here are some of the more populars types of gifts used by donors.

  Present Gifts: cashable

  Cash & Cash Equivalents

  Gifts In Kind -real estate, securities, personal property
  Life Insurance - cash value of a life insurance policy
  Interest-Free Loan - principal loaned to the Foundation for a
  specific period of time. The gift is the income the principal generates.

  Deferred Gifts: for use at some future time

  Bequest - provision in a will instructing executors to distribute a certain  amount, a
  percentage or residue of the estate to the charity.
  Life Insurance - death proceeds of an insurance policy.
  Gift Plus Annuity - a portion of the gift is used to purchase an annuity for  the donor,
  payable at regular intervals, often for life; the remaining portion is an  immediate
  donation to the charity.
  Charitable Remainder Trust - a donation placed in trust with the interest  paid to
  the donor and/or other specified person for life and the remainder paid to  the charity
  upon death.

  Residual Interest - gift of an asset, e.g., house.art, with provision for lifetime use by  the donor.

  Shareholder Loan - debt instrument donated to the charity.

Updated: April 7, 2005