Methods of Giving

We offer a wide range of gifting options and vehicles that you can use to establish or add to a named charitable fund.

Outright Gift

You can make a gift of cash, stocks, bonds, real estate or other assets to the Mt. Pleasant Area Community Foundation. Your charitable gift qualifies for maximum tax advantage under federal law.

Bequest by Will

Including a charitable bequest in a will is a simple way for donors to make a lasting gift to their community. You can designate a gift or portion of your estate to the Mt. Pleasant Area Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.

Gift of Appreciated Securities

Everybody wins when gifts of appreciated stock are given to the Mt. Pleasant Area Community Foundation. Your gift is reinvested in the community, and it qualifies for an immediate tax deduction based on the full market value.

Gift of Retirement Plan Assets

The pension Protection Act of 2006 included a charitable incentive allowing American seniors to make the gift of a lifetime—by giving their individual retirement accounts (IRAs) to charity, tax-free. People age 70 ½ and older can transfer up to $100,000 tax-free from an IRA. This opportunity has been extended to gifts made in 2011.

Gift of Life Insurance

You can name the Mt. Pleasant Area Community Foundation as the owner and designated beneficiary or partial beneficiary of a life insurance policy. Your gift could reduce your estate and income taxes.

Gift of Real Estate

Making a charitable gift of real estate through the Mt. Pleasant Area Community Foundation can help turn property gains into community good. Your gift can be used to fulfill your charitable interests while receiving financial and tax benefits.

Charitable Gift Annuity

You can make a gift of cash or property to the Mt. Pleasant Area Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed income payments for life.

Charitable Remainder Trusts

Giving through a Charitable Remainder Trust allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community.