Giving Made Easy
Make a significant impact on your community, enjoy considerable tax benefits and leave a lasting legacy with our planned giving options. With this option, a donor makes plans during their lifetime to support CFMV or a specific fund at the foundation with a future gift.
If you decide to leave CFMV a planned gift, please let us know. We want to document your wishes to ensure that your intentions are followed in perpetuity.
Types of Planned Giving
There are many ways to donate, including planned (legacy) giving, donations through private foundations and donor-advised funds. No matter what you choose, the Community Foundation of the Mahoning Valley will be here to answer questions and provide support throughout your philanthropic journey.
Bequest
Name CFMV as a charitable beneficiary in your will for a specific amount, property, percentage, etc.
Life Insurance
Donate a policy that is no longer needed, take out a new policy or name CFMV as a beneficiary on a current policy.
Charitable Remainder Trust
Establish a trust to benefit a CFMV fund.
Retirement Accounts
Arrange a tax-free charitable gift of your retirement funds to be donated at death; donors aged 70 ½ or older can avoid taxes on transfers up to $100,000 from IRA directly to CFMV.
Charitable Lead Trust
Provide income to your CFMV fund for a specified number of years; the remainder is then returned to you or your beneficiary.
Life Estate
Arrange to give some of your valuable property to CFMV upon your death.
Private Foundation or Donor Advised Fund
As a public charity, CFMV is eligible to receive gifts from private foundations as well as donor-advised funds from the charitable arms of institutions like Fidelity, Vanguard or Schwab.
Many donors choose to recommend grants to CFMV from donor-advised funds held at other institutions. In addition, a gift to CFMV or one of our funds can help private foundations meet their annual 5% payout requirement.
Tax ID#: 34-1904353