Giving Options for Your Clients

Whether your client makes a gift now or a planned gift later, the PACF offers flexibility in fulfilling their charitable goals while addressing their unique financial circumstances.

Give Now

The Foundation works with you and your client to address your client's financial and charitable intentions. We accept the following gifts to establish a fund or support an existing fund.

Cash

Gifts can be in the form of cash of check.

Stocks, Bonds & Mutual Funds

Long-term appreciated holdings often have better tax advantages than gifts of cash. When your client makes a gift of publicly trades stock, they can receive full market value for the gift.

Real Estate

We can accept real estate gifts outright or work with your client to establish a Charitable Remainder Trust.

Convert a Private Foundation

Allow the PACF to manage all the administrative details while your client and their family focuses more on the grantmaking. Transferring a private foundation to the PACF allows your client to remain private about their giving and receive community foundation benefits.

Gift from IRA

If your client is 70.5 or older, the Charitable IRA Act allows them to make a gift of up to $100,000 directly from their IRA to the Foundation for certain charitable purposes.

Oil, Gas & Mineral Rights

While varying degrees of ownership make these gifts more complex, there are a wide variety of ways to make gifts of mineral interests for charitable purposes.

Give Later

Including the Foundation in your estate plans is an easy way to address your charitable intentions, make a positive impact on the community and create a lasting legacy.

Charitable Bequest

If your client gives a gift to the Foundation through their will or trust they can continue their charitable support for our community. Such gifts may enable them to make significant contributions beyond those possible during their lifetime.  They can give to an established fund or start a new one to make a large community impact.

Life Insurance

Like insurance offers a simple way for your client to give a significant gift with tax benefits that they enjoy during their lifetime. When life insurance is no longer needed, your client should consider a gift by either giving a paid-up policy or by continuing to pay premiums.

Charitable Remainder Trust

Your client transfers assets into a trust, and the trust pays regular income payments to your cient or a beneficiary whom they designate. Upon the beneficiary's death or after a defined period of years, the remaining assets in the trust transfer to your community foundation for the charitable causes your client stipulate.

IRA or Retirement Plan Assets

Name the PACF as the beneficiary of all or a portion of your client's IRA, 401(k) or qualified plan by completing a beneficiary designation form through their plan administrator. Turn their retirement accounts into tax-saving charitable gifts. 

Oil, Gas & Mineral Rights

While varying degrees of ownership make these gifts more complex, there are a wide variety of ways to make gifts of mineral interests for charitable purposes.



Legacy Society Brochure

Look inside our Legacy Society (hyperlink to Legacy Society Brochure PDF) brochure to learn how you can plan your charitable future with the PACF (missing PDF)

Contact

Toll Free: 1-866-428-4438
Office: 304-428-4438
Email Us

Location

PO Box 1762
1620 Park Ave.
Parkersburg, WV 26102-1762
Directions

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