Legacy Giving

Your planned gift to the Caring Community Foundation will have meaning and impact for generations to come. Legacy giving does not require a large income or big estate. Legacy giving only requires a thoughtful intention to make a difference by identifying a charitable organization in your will or estate plan. 

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Planned gifts, which are donations made through your long-term estate or financial plans, allow you to contribute to a cause you care deeply about while considering your needs and tax-planning strategies. When planning your gift, the following is essential information to share with your attorney:

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Legal name:
Caring Community Foundation Inc
Federal Tax ID#: 20-0036976

We are a 501(c)(3) nonprofit corporation

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Address:
P.O. Box 1364, Cary, NC 27512

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We would be glad to discuss any planned giving option with you – in confidence and without obligation. Contact Bradford Brady, Executive Director, at bbrady@caringcommunityfoundation.org.

 

Gifts of Stock
Donating stocks, bonds or mutual funds to the Caring Community Foundation is quick and easy. We work closely with Financial Resource Management, Inc. to receive and sell your transferred securities. We use the proceeds of the sale to fund emergency assistance for cancer patients in need, and we issue you a letter that serves as a receipt of your tax-deductible gift.
 
Click the following link for instructions on donating securities to the Caring Community Foundation

Downloadable CCF Stock Gift Instructions >

 

Donor-Advised Funds 

A donor-advised fund allows you to give back to a cause that’s close to your heart. It’s an opportunity to put your charitable dollars to work – where the need is great – but on your own terms. Thus, you have flexibility to tailor your philanthropic giving in easy, cost-effective ways. 

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IRA Distribution – Qualified Charitable Distribution
At the end and beginning of the calendar year, some of our long-time donors ask us if they can make a qualified charitable distribution (QCD) to us from their individual retirement account (IRA). However, while a QCD is not a tax-deductible donation, it is a distribution that counts towards satisfying your required minimum distribution so long as certain rules are met. A QCD excludes the amount donated from taxable income, which is unlike regular withdrawals from an IRA. When you keep your taxable income lower, this may reduce the impact to certain tax credits and deductions, including Social Security and Medicare. Please consult your tax advisor to determine if a gift from your IRA is the right strategy for you.