Sample Bequest Language

Donors may leave a legacy gift to Gulf Coast Community Foundation in a variety of ways. This document provides recommended language based on the methodology your clients choose. 

 

 

 

Charitable Gift Annuity (CGA) Rates

A CGA is an excellent way to provide clients or their loved ones with a guaranteed stream of income for life. Gulf Coast uses the American Council on Gift Annuities suggested rate chart to determine the rates used in charitable annuities. For more information or an illustration of a CGA, please contact us.

 

 

 

Charitable IRA Rollover

This sheet explains how you can help a donor give more to a charity --tax free, through their individual IRA retirement account.

 

 

 

Gifts of Complex Assets

Money is not the only gift that your clients can use to support charitable organizations and causes. It is possible to consider a much broader range of assets for tax-advantaged charitable giving. This document lists many of the benefits and options to consider for gifts of non-cash assets, including real estate, businesses, closely held stock, collections, and more.

 

 

 

Real Estate Gifts

This sheet documents the role of the donor, the role of Gulf Coast, and your role as an advisor in executing a gift of real estate.

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