At the Springfield Foundation, we offer a variety of giving methods – charitable instruments – tailored to your client's unique situation. Together, you and you clients should be able to find the one instrument or the mix of instruments to fulfill their goals.

Outright Gift
The simplest way to make a big difference.
Your clients can make a gift of cash, stocks, bonds, real estate, or other assets to their community foundation. Most charitable gifts qualify for maximum tax advantage under federal law.

Gift of Appreciated Stock
Turning stock market gains into community investment.
Everybody wins when your client makes a gift of appreciated stock to their community foundation. Their gains are put to good use. Their gift of stock is reinvested in their community, and it qualifies for an immediate tax deduction based on the full market value.

Bequest by Will
A legacy of giving.
Including a charitable bequest in their will is a simple way your clients can make a lasting gift to their community. When they make this gift through their community foundation, we establish a special fund that benefits the community forever and becomes their personal legacy of giving.

Charitable Remainder Trust
Planning for the future – for themselves and their community.
Giving through a Charitable Remainder Trust allows your client to receive income for the rest of their life, knowing that whatever remains will benefit their community.

Charitable Lead Trust
Giving back to community and their loved ones.
A Charitable Lead Trust helps your clients build a charitable fund with their community foundation during the trust’s term. When the trust terminates, the remaining assets are transferred to them or their heirs, often with significant transfer-tax savings.

Charitable Gift Annuity
Income for today, a gift for tomorrow.
Giving through a Charitable Gift Annuity allows your clients to arrange a generous gift to their community, while providing themselves a new income source they can count on for the rest of their lives.

Gift of Real Estate
A charitable gift unearthed.
Making a charitable gift of real estate through their community foundation can help your clients turn their property gains into community good. The value of their real estate may exceed that of any other asset they own. With the help of their community foundation, they can use it to fulfill their charitable interests and receive financial and tax benefits.

Gift of Life Insurance
Community as beneficiary.
Life insurance provides a simple way for your clients to give a significant gift to charity, with tax benefits they can enjoy during their lifetime.

For more specifics, review these links: Ways to Give and What You Can Give.

To discuss more ways to integrate financial planning with charitable giving, contact , Development Officer, at (937) 324-8773.