senior-couple-getting-information

Cash gifts of any amount may be made safely and securely by mailing a check to us or delivered in person at our Fort Worth office. Checks should be payable to the Communities Foundation of North Texas (note any specific fund name or gift purpose in the memo) and send to:  
 
North Texas Community Foundation
Fort Worth Club Building
306 W. 7th St., STE. 1045
Fort Worth, TX 76102

Once you have established a Fund at the North Texas Community Foundation, you have the opportunity to annually make additional gifts that will increase your level of impact within our community today and well into the future. 

The Community Foundation can accept most types of gifts, including outright gifts of cash, appreciated stock and real estate. We also accept planned gifts such as charitable trusts, gift annuities, or bequests.

Our Community Foundation staff is available to:

  • Help you explore options for gifts that reflect your charitable intentions and enable you to optimize financial resources for you and your family.
  • Help you explore options for gifts that reflect your charitable intentions and enable you to optimize financial resources for you and your family.
  • Work with your financial advisor to expedite stock transfers or draft appropriate language.
  • Provide you with prompt acknowledgment of your gift for tax purposes.
  • Provide you with an annual Fund Statement that helps you track your fund activity.

Other Ways to Add to Your Fund

Whether you’d like to contribute to an existing fund, establish a new fund, or create your legacy plan, we are ready to help you achieve your charitable goals and invite you to meet with us or give us a call.  As you consider the options that work best for you, we encourage you to review the information below – as always, your professional advisor(s) may be a helpful resource in the process. 

Cash

Cash gifts of any amount may be made safely and securely by mailing a check to us, or in person at our Fort Worth office. Checks should be payable to the Communities Foundation of North Texas (note any specific fund name or gift purpose in the memo) and send to:  
 
North Texas Community Foundation
Fort Worth Club Building
306 W. 7th St., STE. 1045
Fort Worth, TX 76102

Bequests

One of the simplest ways to make a planned gift is to include a provision in your will that a share of your estate will be distributed to the Community Foundation for the purpose that you name.  Call Nancy at the Community Foundation at 817-877-0702 or your professional advisor to discuss your options.

Appreciated Securities & Closely Held Stock

A gift of appreciated stock receives an income tax deduction equal to its current market value. There is no capital gain tax when stock is transferred. Gifts of closely held stock enjoy the same tax benefits as publicly traded stock.  View more information on how to make a gift of stock.

Life Insurance

You can deduct insurance premiums by assigning a life insurance policy to the Community Foundation as owner and beneficiary. When the policy is redeemed, a permanent fund is created to support your charitable goals.

IRA & Other Retirement Funds

Lessen the impact of income, estate, and generation-skipping taxes on your family’s inheritance by naming the Community Foundation as the beneficiary, thereby removing the asset from your taxable estate

Real Estate

Giving a gift of real estate, such as a personal home, vacation home, apartment building, commercial property, or undeveloped land, can bring substantial tax benefits and be a great way to support the causes and organizations close to your heart. Many people, as they age, are ready to dispose of a property they are no longer using.  If you find yourself in this situation, we would welcome the opportunity to discuss a potential real estate gift with you. Outright gifts, gifts in exchange for income for life, or a gift that allows you to continue using the property are all possible. 

 

Personal Property

Gifts of valuable items like jewelry, antiques, or art can also create significant legacies and lifetime income.

Gift from Your Business

Corporate giving and annual charitable projects can be administered through the Community Foundation, which provides professional fund management and a positive profile for the company at low cost.

Assets from Private Foundations

Family or other private foundations can retain all the essential intentions of their private foundation while being relieved of regulatory, administrative and excise tax burdens by creating a donor advised fund or a supporting organization at the Community Foundation.