|
Gifts of cash may be made by check or wire transfer
Publicly traded stock may be transferred to the Foundation electronically or by a stock power and letter of authorization
|
Methods of Giving
 Once you decide to give to the Community Foundation of South Lake County, we make establishing a charitable fund—or contributing to an existing fund—very simple. We can accept a variety of assets as gifts and the staff is happy to assist you in identifying the most appropriate course for giving.
All approved contributions are tax deductible.
Gifts of cash may be made by check or wire transfer. Please contact the Foundation at 352-394-3818 for wire transfer instructions. Send checks by mail to:
The Community Foundation of South Lake County, Inc.
2150 Oakley Seaver Dr.
Clermont, FL 34711
Use our online gifting form... 
Gifts may be made to...
-
An existing fund
-
A new fund that you establish
-
Establish a Supporting Organization at the Community Foundation of South Lake. You can use your gift to establish an excellent alternative to a private foundation—with only a fraction of the administrative responsibilities. You select some of the board members, maintain personal involvement, and support the causes and organizations you care about while enjoying the favorable tax treatment of a public charity. Leave the investment, management, startup costs, grant administration, and reporting to the community foundation.
We can accept...
• Click on method of giving to view description
You can make a gift of cash, IRA rollover, stocks, bonds, real estate or other assets to the Community Foundation of South Lake County. Your charitable gift qualifies for the maximum tax advantage under federal law. Learn more about IRA rollover, stock and bond, life insurance, and real estate gifts.
You can designate a gift or portion of your estate to the Community Foundation of South Lake County and, in some instances, receive a substantial reduction in federal gift and estate taxes. Learn more…
You can name the Community Foundation of South Lake County as a beneficiary of your retirement plan. It is an easy way for you to make a lasting gift to our community. Learn more…
You can make a gift of cash or property to the Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life. Learn more…
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Community of South Lake County and is placed in a charitable fund you have selected. You receive the income tax benefits in the year that you establish the trust. Learn more…
You can place cash or property into a trust that pays a fixed amount to the Community Foundation of south Lake County for the number of years that you select. Once the selected timeframe ends, the assets held in the trust are transferred to the beneficiaries you name. In some instances, you receive substantial reductions in federal gift and estate taxes. Learn more…
You can make a gift of cash, IRA rollover, stocks, bonds, real estate or other assets to the Community Foundation of South Lake County. Your charitable gift qualifies for the maximum tax advantage under federal law. Learn more about IRA rollover, stock and bond, life insurance, and real estate gifts.
You can designate a gift or portion of your estate to the Community Foundation of South Lake County and, in some instances, receive a substantial reduction in federal gift and estate taxes. Learn more…
|
|
A Charitable Beneficiary Designation
|
|
You can name the Community Foundation of South Lake County as a beneficiary of your retirement plan. It is an easy way for you to make a lasting gift to our community. Learn more…
|
|
|
A Charitable Gift Annuity
|
|
You can make a gift of cash or property to the Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life. Learn more…
|
|
|
A Charitable Remainder Trust
|
|
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Community of South Lake County and is placed in a charitable fund you have selected. You receive the income tax benefits in the year that you establish the trust. Learn more…
You can place cash or property into a trust that pays a fixed amount to the Community Foundation of south Lake County for the number of years that you select. Once the selected timeframe ends, the assets held in the trust are transferred to the beneficiaries you name. In some instances, you receive substantial reductions in federal gift and estate taxes. Learn more…
Publicly traded stock may be transferred to the Foundation electronically or by a stock power and letter of authorization.
For your convenience, the Foundation has brokerage accounts at a variety of brokerage firms that can be used to transfer stock gifts to the Foundation electronically. Please let us know as soon as possible when transferring stock to the Foundation so that our broker can be alerted to accept the gift, and so we may acknowledge the gift properly and promptly.
When transferring stock certificates to the Foundation, please provide a signed stock power and letter of authorization.
For detailed information about how to make a gift of publicly traded stock to the Foundation or for gifts of restricted, closely-held or other non-publicly traded assets, please contact Bruce Greer at 352-394-3818.
|