Giving to our cause through planned giving can be done either directly or through a gift model that can provide you with tax benefits and even income. Planned gifts may be directed to an existing fund or used to establish a new fund. To learn how to designate a gift to SGCF, click here. Making a planned gift, you can become a member of the Sweet Grass Legacy Society, which recognizes you for your commitment to our community and for future generations. Planned gifts may include the following:
Bequests
Donors may make bequests to SGCF, including a designated fund, through a will or trust....
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Charitable Gift Annuities
This is a contract between the donor and SGCF. Under a charitable gift annuity, a donor irrevocably transfers assets to SGCF in exchange for fixed pay...
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Charitable Lead Trusts
A charitable lead trust pays income to a charity during the term of the trust, with the remainder passing to private beneficiaries or returning to the...
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Charitable Remainder Trusts
A charitable remainder trust pays income to a private beneficiary during the term of the trust, with the remainder passing to a charitable entity. Rem...
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Life insurance and annuity beneficiary designations
Donors may name SGCF as a beneficiary or contingent beneficiary of a life insurance or annuity policy. By designating Sweet Grass Community Foundation...
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Other financial account designations
Donors may name SGCF as a beneficiary of a financial account....
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