• Impact our future
    through gift planning

    • Provide Vital Community Support
    • Enjoy Tax Benefits
    • Contribute to a Bright Future

Planned Giving

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Charitable Remainder
Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!

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Legacy Society

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area through their estate plan. Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to
Trust to Family
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Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Community Foundation of Greater Huntsville income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.