Pillar Society & Philanthropic Strategies
Pi ar Society Curtis and Angela Davies John C. DePrez, Jr.& Amelia (Lee) Marks Carla Drake Russell and Alecia Gross William and Elaine Haehl Bruce and Edna Knecht Paul Lippert
Individuals who have included the Blue River Community Foundation in their estate plans are members of the Foundation’s Pillar Society.
Louis and Pam McIntire Lee and Rose McNeely Douglas and Nancy Seeman Miriam Senger Betty L. Thomas Arthur M. Thurston, Jr. Robert Wortman
We are grateful to the following individuals who included the Foundation in their estate plans before they passed: Sandy Allen Dr. Hyacinth Chin Sang Kidman Lorita Crafton Phyllis Ann Ellison Velta Harrell Catherine Harris Vivian Haymond Frances Henry
Mildred McCrea Marjorie McNamara Duane Murphy Caryl Loper Robbins Morris L. & Mary Frances Rose Mildred Scott John Stickford Sue Wortman
PHILANTHROPY AS PART OF A FINANCIAL STRATEGY Blue River Community Foundation provides options for giving that can be a greater benefit to both the donor and charity than simply writing a check. Financial planning tools exist that can maximize the tax benefits to the donor and impact on the charity. • Charitable Remainder Trusts, Gift Annuities, and Charitable Lead Trusts can provide an immediate tax deduction and provide lifetime income for the donor.* • Blue River Community Foundation can convert Gifts of Real Estate, Gifts of Grain, or other Real Property into cash for a nonprofit. • Charitable IRA Rollover allows donors to direct up to $100,000 of qualified distributions from their IRA’s and exclude that amount from income without going toward the deduction cap, and can be a benefit if the donor does not itemize on tax returns.* *The IRA Rollover was made a permanent option in 2015. • Higher capital gains taxes and the market performance may make the gift of Appreciated Securities an attractive option, because the donor can avoid paying taxes on the increase in value, but receive a deduction for the full market value.* • Naming the Foundation as a beneficiary of a Life Insurance Policy or Retirement Savings Account can be an impactful way to support a cause or organiza- tion in the future, without a strain on finances today. If a nonprofit is named as the beneficiary of an insurance policy, the premiums may be deductible.*
*consult a tax professional for the tax implications in your situation The options for supporting your favorite causes go far beyond simply making a cash contribution. Many of these tools provide greater tax or financial benefits, might allow you to make a more impactful gift, or build a legacy of philanthropy through a permanent fund in your name to support your community forever.
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