Tools for You
Our Philanthropic Advisors work alongside you and your Professional Advisors to determine the best approach for your situation.
Bequests
A bequest allows you to include Gulf Coast Community Foundation in your estate plans through your will or trust. You may designate a specific asset, a dollar amount, a percentage of your estate, or the remainder of your estate after all other gifts and expenses have been paid.
Sample Bequest LanguageBeneficiary Designation
You can name Gulf Coast Community Foundation as the beneficiary of a retirement plan, life insurance policy, or other financial account. These gifts pass directly to charity, often bypassing probate and offering potential tax advantages to your estate.
Charitable Gift Annuity (CGA)
Simple contract that allows you to make a gift in exchange for a guaranteed income stream for life with the remaining amount going to causes you care about.
Learn More About CGAsCharitable Remainder Trust (CRT)
An irrevocable trust that that provides income to you or your beneficiaries for life or a term of years. At the end of the trust term, the remaining assets are distributed to support your chosen charitable purposes.
Charitable Lead Trust
An irrevocable trust that provides income to one or more charitable organizations for a set period of time or for life. At the end of the term, the remaining assets pass to you, your children, family members, or other designated beneficiaries.
Retained Life Estate Gifts
Allows you to donate a personal residence or farm while continuing to live in or use the property for life. You may receive a charitable income tax deduction today for the present value of the future gift.
Set Your Generosity in Motion
Learn more about how you can take these tools to make a positive impact now – and for generations to come.
Connect with your Philanthropy Team
Ready to make an impact? Email your Philanthropy Team today or call us at 941.486.4600.