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Duluth Superior Area
Community Foundation
324 West Superior Street, Suite 212
Duluth, MN 55802
Phone: 218.726.0232    •    Fax: 218.726.0257

Giving Later

Enjoy tax benefits now by making a commitment to give later. A number of giving options are available that allow you to make charitable gifts while preserving economic security for yourself and your loved ones.

Some examples include:

  • Bequests: Allow you to reduce your estate taxes while supporting your community
  • Charitable Remainder Trusts: Allow you to receive income (or provide income for another person) with the knowledge that the funds remaining when the trust terminates will support your charitable interests
  • Charitable Lead Trusts: Allow you to make significant charitable gifts in the near term while transferring substantial assets to beneficiaries who may benefit from significantly lowered gift and estate taxes
  • Life Insurance: If claimed as a charitable asset, you can be eligible for a charitable tax deduction based on the current value of the paid-up policy

Interested in learning more about giving later? Call or e-mail our Development Officer, Becky Byers Strand.

 

*The information on this site is not intended as legal, tax, or investment advice but rather as general guidelines on giving. For such advice, please consult an attorney, tax professional, or investment professional.