Charitable Planning Toolkit
The Community Foundation’s Charitable Planning Toolkit was developed as a resource for professional advisors to guide you and your clients in making decisions about their charitable goals. The Toolkit includes information on why and how to partner with The Community Foundation, Community Foundations vs. private foundations, potential tax advantages, types of funds, and details on the Legacy Society.
Additional Resources
Quick resources to reference in your planning conversations.
Community Foundation vs. Private Foundation
There are many considerations when choosing to partner with a Community Foundation rather than establishing a private foundation. This resource provides a side-by-side comparison of the requirements and restrictions of each.
Types of Funds
Learn more about each of the different types of funds held at The Community Foundation of Muncie and Delaware County. Donors may consider giving to an existing fund or establishing a new fund.
Sample Bequest Language
I give to The Community Foundation of Muncie and Delaware County, Inc. a not-for-profit corporation organized under the laws of the state of Indiana and located in Muncie, Indiana, ____ percent __%) of my estate OR the sum of $ ___ OR all my right, title, and interest in the following described property: _____ or all rest, residue, and remainder of my estate to be used for the following purposes: ______.
Foundation Information
Helpful information to assist you and your attorney:
Legal Name: The Community Foundation of Muncie and Delaware County, Inc.
Tax ID: 35-1640051
The Foundation is an IRS nonprofit corporation under the laws of the state of Indiana.
Shareable Planned Giving Booklets
The Community Foundation has access to more than 30 planned giving E-Booklets produced by Endowment Development Services (EDS) to share with donors and their professional advisors. Please feel free to access, download, and share the most popular E-Booklets below, or contact The Community Foundation to access additional booklets on planned giving topics.
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Do you have a potential donor who desires a clear, concise overview of giving options, how they work, and what makes them beneficial? This one-age planning guide covers many tools and strategies for making gifts while accomplishing personal planning goals and reaping useful tax benefits.
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We all have long-term personal, financial, and philanthropic goals. We explore a variety of long-term strategies and creative gift plans that can help donors maintain their current lifestyles, take advantage of tax benefits, and make more satisfying charitable gifts.
Download the E-Book -
Some people want the satisfaction of supporting a meaningful cause but don’t feel they can make the gift immediately. We look at the many benefits of making a gift in a will - simplicity, flexible implementation and timing, ease of making changes, the potential tax impact, and more.
Download the E-Book -
IRA owners over age 70 1/2 can meet philanthropic goals by making a qualified charitable distribution from an IRA. We discuss the detail of this giving strategy so that donors can decide if it fits into their overall financial plan.
Download the E-Book -
Versatile and unique, a donor-advised fund is a way to make a gift to a sponsoring organization and qualify for an immediate federal income tax charitable donation. Learn how donor-advised funds work, including the donor’s advisory privileges regarding charitable distributions from the fund.
Download the E-Book
Using Our Space
The Community Foundation of Muncie and Delaware County is pleased to offer the David Sursa Board Room at no cost to local professional advisors as a venue for meetings, luncheons, or other small-scale events. Download the document below for more details.
