Philanthropic Planning

For your clients planned giving may be as simple as including a bequest to Tahoe Truckee Community Foundation.  Donors may leave a percentage share of their estates, specify a dollar amount, or designate the Foundation as a contingent beneficiary.

But planned giving can encompass much more than a simple bequest.  With the goals of providing for loved ones, reducing taxes, and remembering worthy causes, there are a variety of techniques available that have mutual benefit to donors, the community, and their favorite charitable organizations, both now and into the future.

• Bequest
• Charitable Remainder Trust
• Charitable Lead Trust
• Life Insurance
• Retained Life Estate
• Retirement Plan

Please contact our staff for further information or to discuss how one or more of these tools might be an appropriate way for your clients to demonstrate their care for future generations.