Ways to Give

From cash to securities to naming the Charlotte Community Fund as a beneficiary on an insurance policy, there are a wide variety of ways to create your own fund or add to an existing fund. As a charity recognized by the Internal Revenue Service, donating through the Charlotte Community Foundation also allows you to recognize the maximum benefits allowed by law.

You may donate:

  • Appreciated securities (stocks, bonds, mutual funds)
  • Bequests / Estate Plan Designation
  • Cash
  • Collectibles / Artwork
  • Life insurance
  • Pension plan benefits / IRA RMD (Required Minimum Distribution)
  • Real Estate

The Charlotte Community Foundation also offers charitable gift annuity agreements that allow you to receive a guaranteed income for the rest of your life and benefit from an immediate tax deduction. After paying the lifetime annuity to you and your spouse, the remaining principal is transferred to your fund. Please call, email or stop in to learn more.

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