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Welcome to the Community Foundation
of St. Joseph County Planned Giving Center

Thank you for your interest in the Community Foundation of St. Joseph County, the second largest community foundation in the state of Indiana. The information you'll find through our Planned Giving Center will help you learn about the many ways that you can create a permanent legacy here at the Community Foundation-a legacy that will benefit this community forever. Whether you choose to create your own fund or contribute to an existing fund that benefits one of your favorite charities or causes, you can incorporate life income gifts, gift annuities, or other planning tools to increase the size of the legacy you create while also meeting your personal philanthropic goals.

IRA Gift Video

Click here to learn more.



Benefits For Family and the Community Foundation of St. Joseph County

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Using a Charitable Gift Annuity to Build Your Legacy
Les Fox has led a life of meaningful service, and wants to perpetuate what he spent his life doing. He used a charitable gift annuity through the Community Foundation to help him achieve that goal. More on Using a Charitable Gift Annuity to Build Your Legacy >>.


Bequests
Joe and Anna have been faithful supporters of the Community Foundation of St. Joseph County. They believe it is important to support and encourage the Foundation's mission. More on Bequests >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Rose Meissner
President

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rose@cfsjc.org.

If you are a professional advisor, you may take the following steps on this site.


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