Cash Gifts: This includes checks, credit card donations and wired funds.
Non-Cash Gifts: This includes the handling of publicly traded stocks, bonds, mutual funds, privately held stocks, and all forms of non-liquid real estate type assets.
Retirement Plan Assets: You may choose to name Laguna Beach Community Foundation as a percentage beneficiary of your retirement plan asset. Many wish to leave their retirement plan to their children, however, you may not realize that your retirement plan may be subject to both estate and income taxes, once it is passed on to your heirs and your retirement plan could be taxed as much as 70% to 80%.
Life Income Gifts: Gifts to Laguna Beach Community Foundation may be made subject to life income agreements. Such an irrevocable gift may provide for an annual income paid to the donor for the remainder of his and/or her life. Through this type of gift, depending on the individual circumstances, substantial tax benefits may be created. A variety of instruments could be used including a charitable remainder unitrust or a charitable remainder annuity trust. A charitable lead trust can have gift and estate tax advantages. For more information on gift strategies, please call the Laguna Beach Community Foundation.
Legacy Gifts: Bequests in wills or living trusts directed to the Laguna Beach Community Foundation Enrichment Fund or to another Laguna Beach Community Foundation Fund.